Tami Ann Heinrichs
Investment adviser representative at Cwm, LLC
15 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
15 years in the industry.
- Cwm, LLCNov 2023 to now
- Oakeson Steiner Wealth & RetirementAug 2018 to now
- Onedigital Investment AdvisorsMay 2019 to Jan 2024
- Osl, Inc.Aug 2018 to Nov 2023
- LutzMay 2017 to Aug 2018
- Mcdermott & Miller PcJan 2011 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7024210
- Firm CRD
- 155344