James Thomas Fetters
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you James Thomas Fetters? Claim your profile
Contact this firm
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
10 years in the industry.
- Cwm, LLCNov 2025 to now
- Blueprint Wealth ManagementNov 2025 to now
- Northwestern Mutual Wealth Management CompanyOct 2016 to Oct 2025
- David KatzJul 2016 to Oct 2025
- Northwestern Mutual Investment Services LLCJul 2016 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5076121
- Firm CRD
- 155344