Investment adviser representative · Clw Financial Planning LLC
Carolyn V. Larsen-Wieber
CRD 5769109 · Raleigh, NC
At a glance
Carolyn V. Larsen-Wieber is an investment adviser representative with Clw Financial Planning LLC in Raleigh, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carolyn’s SEC record dates to 2010, about 16 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Clw Financial Planning LLCSince June 2018Raleigh, NC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carolyn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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