Ty Jason Totzke
Investment adviser representative at Cwm, LLC
23 yearsExperience
4 statesRegistered in
ChFC®Designation
$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
23 years in the industry.
- Cwm, LLCOct 2024 to now
- Sweet Financial Partners, LLCNov 2021 to now
- Purshe Kaplan Sterling InvestmentsOct 2023 to Oct 2024
- Raymond James Financial Services Advisors, Inc.Dec 2013 to Nov 2021
- Raymond James Financial Services, Inc.Aug 2003 to Nov 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 4 states (FL, MN, 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
- 2904067
- Firm CRD
- 155344