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RIA / WealthAdvisor29 years in industry

TAD ALLEN SINGER

Advisor at CWM, LLC

Omaha, NE | OMAHA, NE

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Search this name across graphsid dfx:ria:91bdad61-b56a-3372-6c75-e78e3f197b76

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 17, 1998 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: Sep 24, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Sep 24, 1996
First registration: Aug 17, 1998
Dual registered: no
Other names: BIF SINGER
IAPD individual key: 2802529

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	Apr 1, 2026	n/a	yes	Omaha, NE\|OMAHA, NE	Current employment
WEALTHPLAN PARTNERS	Independent wealth	Feb 13, 2020	Mar 31, 2026	no	OMAHA, NE	Previous registration
ALLEN CAPITAL GROUP, LLC	Independent wealth	Sep 18, 2017	Feb 11, 2020	no	Omaha, NE\|GRAND ISLAND, NE	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Jul 29, 2016	Sep 18, 2017	no	OMAHA, NE	Previous registration
SMITH HAYES ADVISERS INC	Former SEC adviser	Sep 19, 2014	Jul 28, 2016	no	OMAHA, NE	Previous registration
CWM, LLC	Bd affiliated wealth	Jul 1, 2011	Sep 17, 2014	no	OMAHA, NE	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 17, 1998	Aug 1, 2011	no	OMAHA, NE\|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
WEALTHPLAN PARTNERS	CWM, LLC	Mar 31, 2026	Apr 1, 2026	1	Firm change	RIA to ibd
ALLEN CAPITAL GROUP, LLC	WEALTHPLAN PARTNERS	Feb 11, 2020	Feb 13, 2020	2	Firm change	RIA to RIA
D.A. DAVIDSON & CO.	ALLEN CAPITAL GROUP, LLC	Sep 18, 2017	Sep 18, 2017	0	Firm change	Other
SMITH HAYES ADVISERS INC	D.A. DAVIDSON & CO.	Jul 28, 2016	Jul 29, 2016	1	Bulk transfer	Other
CWM, LLC	SMITH HAYES ADVISERS INC	Sep 17, 2014	Sep 19, 2014	2	Firm change	Other
LPL FINANCIAL LLC	CWM, LLC	Aug 1, 2011	Jul 1, 2011	-31	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
199:135879:NE:2017-09-18	Sep 18, 2017	Sep 18, 2017	OMAHA, NE	Firm change

Relationships

Registered with (6)

→ CWM, LLCRegistered adviserregistration: previous registration
Jul 1, 2011 to Sep 17, 2014factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Feb 13, 2020 to Mar 31, 2026factForm ADV
→ ALLEN CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 18, 2017 to Feb 11, 2020factForm ADV
→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Jul 29, 2016 to Sep 18, 2017factForm ADV
→ SMITH HAYES ADVISERS INCRegistered adviserregistration: previous registration
Sep 19, 2014 to Jul 28, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 17, 1998 to Aug 1, 2011factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
Tad Allen Singer left Wealthplan Partners for Cwm, Llc (registered 2026-04-01)
Form ADVobserved 3 days ago