Benjamin Wills Bender
Investment adviser representative at Cwm, LLC
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Carson WealthAug 2020 to now
- Cwm, LLCApr 2019 to now
- Cetera Advisor NetworksApr 2019 to May 2025
- Benjamin BenderFeb 2016 to Nov 2017
- Capitas FinancialNov 2015 to Apr 2019
- Insurance Designers of ColoradoJan 2015 to Apr 2019
- Bender Financial ServicesJan 2014 to Aug 2020
- Raymond James Financial Services Advisors Inc.Jan 2014 to Apr 2019
- Raymond James Financial Services, IncJan 2014 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CO, LA, 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
- 4675927
- Firm CRD
- 155344