Bruce Daniel Eisenhauer
Investment adviser representative at Cwm, LLC
24 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
24 years in the industry.
- Meikle Financial GroupFeb 2021 to now
- Cwm, LLCJul 2018 to now
- Cetera Wealth Services, LLCJul 2018 to May 2026
- LPL Financial LLCAug 2002 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4460144
- Firm CRD
- 155344