Haley Reed Wainio
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCApr 2025 to now
- Carson WealthApr 2025 to now
- Erts Wealth Advisors, LLC dba Mommaerts Mahaney Fin SvcsSep 2022 to Jul 2025
- Mbank S.A.Feb 2019 to Sep 2022
- Huntington Bancshares Inc.Mar 2018 to Jan 2019
- Wells Fargo Bank, NASep 2017 to Mar 2018
- Edward D. Jones & Co., L.P.Jul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6716565
- Firm CRD
- 155344