Vernon Ray Wheeler
Investment adviser representative at Cwm, LLC
22 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
22 years in the industry.
- Cwm, LLCNov 2022 to now
- Cetera Wealth Services, LLCSep 2022 to now
- Cwm, LLC dba Carson Group HoldingsSep 2022 to now
- Metropolitan Community CollegeJul 2007 to now
- Reel People/actors Etc. UnlimitedFeb 2005 to now
- Vernon Wheeler - ActorJun 2004 to now
- Bancwest Investment Services, IncApr 2021 to Sep 2022
- Bank of the WestFeb 2021 to Sep 2022
- Securities America AdvisorsMay 2020 to Feb 2021
- Securities America Inc.Mar 2016 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6624469
- Firm CRD
- 155344