Kitsman Investment Management
45yrs
Top advisor by experience in Amarillo
2yrs
John Sims has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Amarillo, Texas. John joined CWM in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 172 advisors with offices in Amarillo, and one of 156 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office5101 Lexington Square, Amarillo, TX 79119
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowCWM, LLCCurrent firm
Contact John
(402) 330-0808Firm headquarters in Omaha, NE. Ask for John. 5101 Lexington SquareAmarillo, TX 79119Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call CWM at (402) 330-0808 and ask for John Sims. John works from the Amarillo, TX office.
How long has John been a financial advisor?
John has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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