Debra Ellen Ranguette
Investment adviser representative at Cwm, LLC
20 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
20 years in the industry.
- Cwm, LLCJun 2018 to now
- Financial Impact AdvisorsJun 2018 to now
- Business & Tax Systems, LLCSep 2004 to now
- Cetera Investment Advisers LLCJun 2023 to Jan 2024
- Cetera Advisor Networks LLCJun 2018 to Jan 2024
- LPL Financial, LLCNov 2016 to Jun 2018
- H.d.vest Advisory ServicesAug 2013 to Nov 2016
- H.D. VestJun 2008 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5559007
- Firm CRD
- 155344