Shalana Denise Poole
Investment adviser representative at Cwm, LLC
16 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
16 years in the industry.
- Cwm, LLCOct 2025 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Cwm, LLC dba Carson PartnersOct 2025 to now
- Spoole 360 DivorceAug 2022 to now
- Sdp Group, LLCJul 2021 to now
- Flashpoint Financial ServicesMay 2021 to now
- LPL Financial, LLCJul 2021 to Oct 2025
- Various Insurance Carriers for W & R Insurance AgenciesOct 2017 to Jul 2021
- Waddell & Reed, IncOct 2017 to Jul 2021
- JP Morgan Securities LLCOct 2010 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4574234
- Firm CRD
- 155344