Financial ADVSR advisor directory · SEC adviser records
Cwm, LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Cwm, LLC office in Ohio, by city and A to Z.
The short answer
10 registered advisors work at Cwm, LLC in Ohio, out of 597 nationwide; it's the firm's number 16 state by advisors, and the most are in Cincinnati (6). 7 list the CFP designation and 0 are also registered broker representatives.
Cwm, LLC advisors by city in Ohio
Every firm in Ohio →Cwm, LLC advisors in Ohio, A to Z
Search by name →- Jonathan W. AndreCincinnati · Certified Financial Planner
- Christopher B. DexterCincinnati
- John M. GravesNorth Canton · Certified Financial Planner
- Nikki V. LudeWoodsfield · Certified Financial Planner, Chartered Financial Consultant
- Joel A. MusserCincinnati · Certified Financial Planner
- Dylan M. SabolCincinnati
- Robert N. SiegmannCincinnati
- Brandon M. SteinhagenWestlake · Certified Financial Planner, Chartered Financial Consultant
- Ciara K. StewartWoodsfield · Certified Financial Planner
- David D. WilderCincinnati · Certified Financial Planner
Cwm, LLC advisors in every state →Cwm, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cwm, LLC in other states
Nebraska 254Texas 40California 23Arizona 20Pennsylvania 20Colorado 18Illinois 15Louisiana 15Florida 14Michigan 14Georgia 12Kansas 12Maryland 12Wisconsin 12Iowa 11Washington 10New Jersey 8Connecticut 7Massachusetts 7New York 7Indiana 6Minnesota 6New Hampshire 6Oklahoma 6Oregon 5Missouri 4Tennessee 4Montana 3Nevada 3South Dakota 3
Questions
How many Cwm, LLC financial advisors are in Ohio?
10 investment adviser representatives are registered at Cwm, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 597 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Cwm, LLC have the most advisors?
Cincinnati, with 6, then Woodsfield (2). Cwm, LLC has advisors in 4 cities in Ohio.
How do I check a Cwm, LLC advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cwm, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.