Shanna Jean Kehoe
Investment adviser representative at Cwm, LLC
8 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
8 years in the industry.
- Cwm, LLCOct 2019 to now
- Lakeside Wealth Management Group, LLCMay 2018 to now
- Cetera Advisor NetworksOct 2019 to Dec 2022
- First Allied Securities, IncMay 2018 to Oct 2019
- LPL Financial, LLCOct 2014 to May 2018
- Wcg Wealth Advisors, LLC (dba: the Wealth Consulting Group)Oct 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 3 states (IA, NV, 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
- 4736468
- Firm CRD
- 155344