Michelle Ann Frommeyer
Investment adviser representative at Cwm, LLC
21 yearsExperience
2 statesRegistered 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
21 years in the industry.
- Carson WealthJun 2026 to now
- Kentucky State Senate District 24Jan 2023 to now
- Cwm, LLCAug 2018 to now
- Ffr WealthAug 2018 to Jun 2026
- Cetera Advisor NetworksAug 2018 to Aug 2023
- Various Insurance Carriers for W&r Insurance AgenciesJul 2005 to Aug 2018
- Waddell & Reed, Inc.Mar 2005 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 4939985
- Firm CRD
- 155344