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RIA / WealthAdvisor11 years in industry

Jordan Curtis Nare

Advisor at CWM, LLC

Cincinnati, OH | OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9696fe52-3f01-c271-b775-e2618d8c9ae2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 8, 2020 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: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Aug 7, 2020
First registration: Dec 8, 2020
Dual registered: no
IAPD individual key: 7193333

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	Nov 10, 2025	n/a	yes	OMAHA, NE\|Cincinnati, OH	Current employment
TOTAL WEALTH PLANNING, LLC	Former SEC adviser	Aug 8, 2022	Mar 23, 2026	no	CINCINNATI, OH	Previous registration
Mariner	Bd affiliated wealth	Sep 28, 2021	Jul 20, 2022	no	West Chester, OH	Previous registration
PINNACLE WEALTH MANAGEMENT, INC.	Former SEC adviser	Dec 8, 2020	Dec 23, 2021	no	WEST CHESTER, OH	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
TOTAL WEALTH PLANNING, LLC	CWM, LLC	Mar 23, 2026	Nov 10, 2025	-133	Firm change after gap	RIA to ibd
Mariner	TOTAL WEALTH PLANNING, LLC	Jul 20, 2022	Aug 8, 2022	19	Firm change	Ibd to RIA
PINNACLE WEALTH MANAGEMENT, INC.	Mariner	Dec 23, 2021	Sep 28, 2021	-86	Firm change after gap	RIA to ibd

Team moves

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

Team	Left	Joined	From	Kind
174434:155344:OH:2026-03-23	Mar 23, 2026	Nov 10, 2025	CINCINNATI, OH	Firm change after gap
121065:140195:OH:2021-12-23	Dec 23, 2021	Sep 28, 2021	WEST CHESTER, OH	Firm change after gap

Relationships

Registered with (4)

→ CWM, LLCRegistered adviserregistration: current employment
Nov 10, 2025 to presentfactForm ADV
→ TOTAL WEALTH PLANNING, LLCRegistered adviserregistration: previous registration
Aug 8, 2022 to Mar 23, 2026factForm ADV
→ MARINERRegistered adviserregistration: previous registration
Sep 28, 2021 to Jul 20, 2022factForm ADV
→ PINNACLE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 8, 2020 to Dec 23, 2021factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Jordan Curtis Nare left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Jul 20, 2022
Advisor changed firm
Jordan Curtis Nare left Mariner for Total Wealth Planning, Llc (registered 2022-08-08)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9696fe52-3f01-c271-b775-e2618d8c9ae2
First observed: Dec 8, 2020
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Jordan Curtis Nare

Advisor at CWM, LLC

Cincinnati, OH | OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9696fe52-3f01-c271-b775-e2618d8c9ae2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:49 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CWM, LLC

Bd affiliated wealth

Nov 10, 2025

n/a

yes

OMAHA, NE|Cincinnati, OH

Current employment

TOTAL WEALTH PLANNING, LLC

Former SEC adviser

Aug 8, 2022

Mar 23, 2026

CINCINNATI, OH

Previous registration

Mariner

Bd affiliated wealth

Sep 28, 2021

Jul 20, 2022

West Chester, OH

Previous registration

PINNACLE WEALTH MANAGEMENT, INC.

Former SEC adviser

Dec 8, 2020

Dec 23, 2021

WEST CHESTER, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TOTAL WEALTH PLANNING, LLC

CWM, LLC

Mar 23, 2026

Nov 10, 2025

-133

Firm change after gap

RIA to ibd

Mariner

TOTAL WEALTH PLANNING, LLC

Jul 20, 2022

Aug 8, 2022

Firm change

Ibd to RIA

PINNACLE WEALTH MANAGEMENT, INC.

Mariner

Dec 23, 2021

Sep 28, 2021

-86

Firm change after gap

RIA to ibd

Team

Left

Joined

From

Kind

174434:155344:OH:2026-03-23

Mar 23, 2026

Nov 10, 2025

CINCINNATI, OH

Firm change after gap

121065:140195:OH:2021-12-23

Dec 23, 2021

Sep 28, 2021

WEST CHESTER, OH

Firm change after gap