Alicia Danielle Baxter
Investment adviser representative at Cwm, LLC
12 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
12 years in the industry.
- Cwm, LLCNov 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Cwm, LLC dba Carson Group HoldingsSep 2025 to now
- Cwm, LLC dba Carson PartnersSep 2025 to now
- Vala's Pumpkin PatchAug 2018 to now
- Next Financial Group, Inc.May 2023 to Sep 2025
- Bancwest Investment Services, IncMar 2021 to May 2023
- Bank of the WestJan 2021 to May 2023
- Securities America IncNov 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 5948532
- Firm CRD
- 155344