Joseph Dwayne Olheiser
Investment adviser representative at Cl Wealth Management LLC
22 yearsExperience
2 statesRegistered in
$733.6MFirm 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
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Golden Hills Financial Group LLCDec 2022 to now
- Cl Wealth Management LLCOct 2019 to now
- Cabot Lodge Securities LLCSep 2019 to now
- Equilife, LLCSep 2021 to Mar 2022
- Sb Advisory, LLCJun 2019 to Jan 2020
- Ifs SecuritiesJun 2019 to Sep 2019
- Raymond James Financial Services Advisor, IncFeb 2019 to May 2019
- Raymond James Financial Services, IncFeb 2019 to May 2019
- Morgan StanleyApr 2016 to Feb 2019
- Rental PropertyNov 2004 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Cl Wealth Management LLC
$733.6MAssets managed
2,168Clients
42Advisers
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
- 4543537
- Firm CRD
- 134922