Todd Alan Wolff
Investment adviser representative at Cwm, LLC
26 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Todd Alan Wolff? Claim your profile
Contact this firm
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, LLCJun 2018 to now
- Financial Impact AdvisorsJun 2018 to now
- Cetera Advisor NetworksJun 2018 to Nov 2023
- LPL FinancialNov 2010 to Jun 2018
- Noel-schopen Inc.Nov 2000 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4412607
- Firm CRD
- 155344