Byron Reed Watkins
Investment adviser representative at Cwm, LLC
16 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
16 years in the industry.
- Cwm, LLCFeb 2019 to now
- Driven Wealth StrategiesJun 2018 to now
- Cetera Advisor NetworksMay 2019 to Nov 2023
- Chad PhippsOct 2018 to May 2019
- Young Professionals of WichitaJan 2016 to Dec 2016
- Marta CurryDec 2010 to Oct 2018
- BniMar 2010 to Jun 2018
- Various Insurance Carriers for W&r Insurance AgenciesApr 2008 to May 2019
- Waddell & Reed, IncOct 2007 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5448380
- Firm CRD
- 155344