Robert M Wellman
Investment adviser representative at Cwm, LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
8 years in the industry.
- Cwm, LLCAug 2019 to now
- Cetera Wealth Services, LLCAug 2019 to now
- UnemployedJun 2019 to Aug 2019
- Edward JonesApr 2019 to Jun 2019
- Cetera Advisor Networks LLCJan 2017 to Apr 2019
- Cwm, LLCDec 2016 to Apr 2019
- LPL Financial, LLCNov 2015 to Jan 2017
- Carson Wealth Management GroupJan 2011 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
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
- 4202276
- Firm CRD
- 155344