Alan Russel Hodgson
Investment adviser representative at Cwm, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Cwm, LLCJan 2024 to now
- Ars Investment Advisors,inc.Mar 2018 to now
- Advanced Retirement StrategiesAug 2012 to now
- United Planners' Financial Services of America a Limited PartnerMar 2019 to Feb 2021
- Allegis Investment AdvisorsMay 2015 to Mar 2019
- Allegis Investment ServicesMay 2015 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (UT).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1695013
- Firm CRD
- 155344