Michele M Schreck
Investment adviser representative at Cwm, LLC
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Cwm, LLCFeb 2012 to now
- Carson WealthFeb 2012 to now
- Cetera Advisor Networks LLCJan 2017 to Aug 2019
- LPL Financial LLC (f/k/a Linsco/private Ledger Corp.)Sep 1993 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 2403639
- Firm CRD
- 155344