Kenyon Lloyd Lederer
Investment adviser representative at Cwm, LLC
28 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$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
28 years in the industry.
- Cwm, LLCJul 2026 to now
- Carson WealthJul 2026 to now
- Pinnacle Wealth Managment, LLCSep 2021 to now
- Pinnacle Asset Management, Inc.Sep 1998 to now
- Purshe Kaplan Sterling InvestmentsOct 2013 to Jul 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, TX).
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
- 2275241
- Firm CRD
- 155344