Kevin Zlomke
Investment adviser representative at Cwm, LLC
15 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
15 years in the industry.
- Cwm, LLCFeb 2019 to now
- Ftj Fundchoice, LLCJan 2019 to Feb 2019
- Northern Lights Distributors, LLCOct 2004 to Feb 2019
- Cls Investments, LLCAug 2004 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 4867419
- Firm CRD
- 155344