Justin Robert Haschke
Investment adviser representative at Cwm, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you Justin Robert Haschke? Claim your profile
Contact this firm
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
17 years in the industry.
- Cwm, LLCFeb 2019 to now
- Boucher, Morgan & Young, CpaJan 2009 to now
- Bmy Financial Securities, Inc dba Bmy Wealth Management GroupJan 2008 to now
- Cetera Investment Advisers LLCJun 2023 to Oct 2025
- Cetera Wealth Services, LLCFeb 2019 to Oct 2025
- LPL FinancialJul 2014 to Feb 2019
- Erath County Child Welfare BoardMay 2011 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 6335271
- Firm CRD
- 155344