Adam Jeffrey Flagg
Investment adviser representative at Cwm, LLC
11 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
11 years in the industry.
- Collective AdvisorsNov 2020 to now
- Cwm, LLCOct 2020 to now
- Cetera Investment Advisers LLCJun 2023 to Aug 2023
- Cetera Advisor Networks LLCOct 2020 to Aug 2023
- Sigma Financial CorporationMar 2012 to Oct 2020
- SpcMar 2012 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (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
- 5335723
- Firm CRD
- 155344