Clark James Mcdonald
Investment adviser representative at Cwm, LLC
9 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
9 years in the industry.
- Cwm, LLCFeb 2019 to now
- Driven Wealth StrategiesJun 2018 to now
- Cetera Advisor NetworkMay 2019 to Feb 2024
- Chad PhippsJan 2018 to May 2019
- Various Insurance Carriers for W&r Insurance AgenciesJul 2016 to May 2019
- Waddell & Reed, IncDec 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 6588718
- Firm CRD
- 155344