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Detailed Report
SHANNA JEAN KEHOE
SHANA JEAN OWEN, SHANNA JEAN OWEN
CRD#: 4736468
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Investment Adviser
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Previous Broker
CWM, LLCCRD#: 155344 6910 South Cimarron Road
Suite 210
Las Vegas, NV 89113
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2004 - 2008 (4 years)2 FIRMS2008 - 2014 (6 years)2 FIRMS2014 - 2018 (3 years)IACWM, LLC (CRD# 155344)2019 - Present (5 years)BCETERA ADVISOR NETWORKS LLC (CRD# 13572)2019 - 2022 (3 years)BFIRST ALLIED SECURITIES, INC. (CRD# 32444)2018 - 2019 (1 year)IALAKESIDE WEALTH MANAGEMENT GRO... (CRD# 140271)2018 - 2020 (1 year)
License(s)

State Registrations

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Iowa 3/30/2023
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Texas 10/18/2019
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Nevada 11/14/2019
Current Registration(s)
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CWM, LLC (CRD#:155344)
6910 South Cimarron Road Suite 210, Las Vegas, NV 89113
Registered with this firm since 10/18/2019
Previous Registration(s)
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 10/18/2019 - 12/31/2022 CETERA ADVISOR NETWORKS LLC (CRD#:13572) LAS VEGAS, NV
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 05/17/2018 - 03/26/2020 LAKESIDE WEALTH MANAGEMENT GROUP, LLC (CRD#:140271) Las Vegas, NV
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 05/08/2018 - 10/18/2019 FIRST ALLIED SECURITIES, INC. (CRD#:32444) LAS VEGAS, NV
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 10/14/2014 - 06/06/2018 LPL FINANCIAL LLC (CRD#:6413) LAS VEGAS, NV
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 10/23/2014 - 06/05/2018 THE WEALTH CONSULTING GROUP (CRD#:173194) LAS VEGAS, NV
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 06/17/2008 - 11/13/2014 NEW ENGLAND SECURITIES CORPORATION (CRD#:615) LAS VEGAS, NV
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 06/17/2008 - 11/13/2014 NEW ENGLAND SECURITIES (CRD#:615) LAS VEGAS, NV
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 06/15/2004 - 07/03/2008 MML INVESTORS SERVICES, INC. (CRD#:10409) LAS VEGAS, NV
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 01/13/2004 - 07/03/2008 MML INVESTORS SERVICES, INC. (CRD#:10409) LAS VEGAS, NV
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.