Drew Schaefer
Investment adviser representative at Cwm, LLC
16 yearsExperience
2 statesRegistered 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.
- Fortis Financial PartnersJan 2025 to now
- Cwm, LLCFeb 2020 to now
- Waymaker Wealth AdvisorsFeb 2020 to Jan 2025
- Financial Advocates Investment ManagementMay 2016 to Jun 2018
- Financial Management, Inc.Feb 2012 to Sep 2020
- LPL Financial, LLCAug 2010 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 5710256
- Firm CRD
- 155344