William Michener
Investment adviser representative at Cwm, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you William Michener? Claim your profile
Contact this firm
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, LLCJun 2025 to now
- Carson WealthJun 2025 to now
- Wambolt & Associates, LLCJan 2021 to now
- Keystone ResortNov 2020 to Jan 2021
- UnemployedMay 2020 to Nov 2020
- Northwestern MutualMay 2019 to Aug 2019
- Valparaiso UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7119343
- Firm CRD
- 155344