Brandon Michael Steinhagen
Investment adviser representative at Cwm, LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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.
- Carson WealthSep 2026 to now
- Cwm, LLCSep 2026 to now
- Elios Financial Group, Inc.Feb 2023 to now
- Dbk Financial Counsel, LLCNov 2019 to Feb 2023
- Townsend GroupApr 2015 to Oct 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 5533800
- Firm CRD
- 155344