Isaac Alexander Boll
Investment adviser representative at Cwm, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Boll Financial Services LLCOct 2025 to now
- Cwm, LLCSep 2024 to now
- Cetera Wealth Services, LLCSep 2024 to now
- Cwm, LLC dba Carson PartnersSep 2024 to now
- Garmone Financial, LLCSep 2024 to now
- TutoringAug 2024 to now
- Tutor.comAug 2024 to Jan 2026
- WyzantAug 2024 to Jan 2026
- Harbour Investments, IncJun 2023 to Sep 2024
- Thompson Wealth ManagementJun 2023 to Sep 2024
- The Vanguard Group, Inc.May 2022 to Apr 2023
- Fas Corp.Apr 2020 to Apr 2022
- Financial Advisory Service, Inc.Apr 2020 to Apr 2022
- Commonwealth Financial NetworkJan 2019 to Jan 2020
- Peterson Wealth AdvisorsJan 2019 to Jan 2020
- Nylife Securities LLCJul 2018 to Jan 2019
- New York Life Insurance Co.Jun 2018 to Jan 2019
- Northwestern MutualApr 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6505200
- Firm CRD
- 155344