Michael A Walenz
Investment adviser representative at Cwm, LLC
50 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
50 years in the industry.
- Cwm, LLCNov 2023 to now
- Oakeson Steiner Wealth & RetirementAug 2015 to now
- Onedigital Investment AdvisorsMar 2014 to Jan 2024
- LPL Financial, LLCDec 1998 to Mar 2017
- Mcdermott & Miller Cpa'sAug 1976 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 2936996
- Firm CRD
- 155344