Shannon Elizabeth Herrell
Investment adviser representative at Cwm, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Cwm, LLCSep 2024 to now
- Cetera Wealth Services, LLCSep 2024 to now
- Cwm, LLC dba Carson Group HoldingsSep 2024 to now
- Cwm, LLC dba Carson PartnersSep 2024 to now
- Shannon Herrell Notary PublicApr 2015 to now
- White Ember, LLCJan 2023 to Jul 2024
- Cetera Advisor NetworksApr 2017 to Jul 2024
- Cwm, LLCApr 2017 to Jul 2024
- White Ember Financial PlanningApr 2017 to Jan 2023
- LPL Financial, LLCMay 2015 to Apr 2017
- Hoffman Financial ResourcesJul 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 6369751
- Firm CRD
- 155344