Christopher Joseph Koning
Investment adviser representative at Cwm, LLC
14 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
14 years in the industry.
- Cwm, LLC dba Clarity WealthJun 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cjk Wealth Advisors, Inc/ dba Graves Financial Wealth ,Mar 2021 to now
- Cwm, LLCJan 2019 to now
- Cetera Wealth Services, LLCJan 2019 to now
- Cwm, LLC dba Carson Group PartnersJan 2019 to Jun 2025
- Graves Financial Wealth ManagementJan 2019 to Mar 2021
- Ameriprise Financial Services InceOct 2017 to Jan 2019
- Wells Fargo Advisors Financial Network, LLCMar 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 2681355
- Firm CRD
- 155344