Rick Donald Wurst
Investment adviser representative at Cwm, LLC
16 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
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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
16 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cwm, LLCJan 2018 to now
- Cetera Wealth Services, LLCJan 2018 to now
- Mag Wealth Management, LLCJan 2022 to Aug 2025
- Voya Financial AdvisorsSep 2014 to Jan 2018
- Rick WurstMar 2011 to Aug 2025
- Mag Wealth Management, LLCMay 2010 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 1928741
- Firm CRD
- 155344