Investment adviser representative · Cwm, LLC
Kenyon L. Lederer
CRD 2275241 · Roseville, CA
At a glance
Kenyon L. Lederer is an investment adviser representative with Cwm, LLC in Roseville, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kenyon’s SEC record dates to 1999, about 27 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Cwm, LLCSince July 2026Roseville, CA · $51B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kenyon’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
- 5 firmsLocked
- 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.
More at Cwm, LLC
- Cody J. BoringRoseville
- Douglas D. BoringRoseville · Certified Financial Planner
- Chase K. LedererRoseville
- Brian N. AamlidSioux Falls · Certified Financial Planner
- David J. AbbsSaginaw · Certified Financial Planner
- Christopher M. AdamsBaton Rouge
- Daniel H. AdamsKennewick · Certified Financial Planner
- Jonathan E. AdamsEnglewood
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