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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

SHERRY LYNN TOMASELLO

Advisor at CWM, LLC

OMAHA, NE | Omaha, NE

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Search this name across graphsid dfx:ria:7ecba8c9-e1a9-09b4-f604-e6af88bf415c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 9, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CWM, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 1, 2010
First registration: Jul 9, 2010
Dual registered: yes, broker-dealer
Other names: SHERRY LYNN LOPEMAN
IAPD individual key: 5692035

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CWM, LLC	Bd affiliated wealth	Jan 28, 2026	n/a	yes	OMAHA, NE\|Omaha, NE	Current employment
ELK RIVER WEALTH MANAGEMENT LLC	Independent wealth	Sep 17, 2020	Feb 16, 2024	no	DENVER, CO\|OMAHA, NE\|Omaha, NE	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 12, 2018	Sep 9, 2020	no	OMAHA, NE\|OMAHA, NE	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 28, 2011	Mar 7, 2018	no	OMAHA, NE	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Jul 5, 2011	no	OMAHA, NE	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jul 9, 2010	Jan 3, 2011	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ELK RIVER WEALTH MANAGEMENT LLC	CWM, LLC	Feb 16, 2024	Jan 28, 2026	712	Firm change after gap	RIA to ibd
LPL FINANCIAL LLC	ELK RIVER WEALTH MANAGEMENT LLC	Sep 9, 2020	Sep 17, 2020	8	Firm change	Ibd to RIA
U.S. BANCORP INVESTMENTS, INC.	LPL FINANCIAL LLC	Mar 7, 2018	Mar 12, 2018	5	Firm change	Other
WELLS FARGO ADVISORS	U.S. BANCORP INVESTMENTS, INC.	Jul 5, 2011	Jul 28, 2011	23	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
307263:155344:NE:2024-02-16	Feb 16, 2024	Jan 28, 2026	OMAHA, NE	Firm change after gap
17868:6413:NE:2018-03-07	Mar 7, 2018	Mar 12, 2018	OMAHA, NE	Firm change

Relationships

Registered with (6)

→ CWM, LLCRegistered adviserregistration: current employment
Jan 28, 2026 to presentfactForm ADV
→ ELK RIVER WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 17, 2020 to Feb 16, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 12, 2018 to Sep 9, 2020factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 28, 2011 to Mar 7, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Jul 5, 2011factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jul 9, 2010 to Jan 3, 2011factForm ADV

Dated events

Occurred
Feb 16, 2024
Advisor changed firm
Sherry Lynn Tomasello left Elk River Wealth Management Llc for Cwm, Llc (registered 2026-01-28)
Form ADVobserved 4 days ago