Jim Caldwell

Experience

1. Wealth Advisor

   Carson Wealth

   Jan 2017 — Present

   Carson Wealth’s mission is to be the most trusted name in financial advice. We believe this starts with the individual relationship of advisor and client – not one-size-fits-all solutions, not blanket statements. We know your goals and dreams are as individual as you are, and our passion is to help your clarify and work toward these outcomes. Through holistic financial planning, disciplined investment strategies and proactive personal service, our advisors will help you align your personal values and your financial life, as well as grow your wealth.\\\\nCarson Wealth is one of the largest wealth advisory firms in the country, with a headquarters in Omaha, Nebraska and over 120 partners across the U.S. We have been consistently named one of the top independent firms in the nation by various publications, and have been included in Inc. Magazine’s list of America’s Fastest Growing Private Companies. Our team members are regular contributors to Forbes, Fox Business, CNBC, and Bloomberg.\\\\nInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM,LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n