Michael John Gruidel
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.
- Cetera Wealth Services, LLCFeb 2020 to now
- Cwm, LLCFeb 2020 to now
- TD AmeritradeDec 2018 to Nov 2019
- Midlands Testing ServicesSep 2018 to Jul 2019
- Mutual of Omaha Investor ServicesDec 2016 to Dec 2018
- Mutual of Omaha - Great Plains DivisionJul 2016 to Dec 2018
- Clancy's Pub & GrillNov 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2017
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
- 6730370
- Firm CRD
- 155344