Tyler Ross Lindsay
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCMar 2026 to now
- Furstenau FinancialMar 2026 to now
- LPL Financial, LLCMar 2020 to Mar 2026
- US BankDec 2016 to Mar 2020
- Foresters Financial ServicesMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
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
- 6646443
- Firm CRD
- 155344