Brian Kubis
Investment adviser representative at Cwm, LLC
18 yearsExperience
3 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
18 years in the industry.
- Carson WealthMay 2023 to now
- Cwm, LLCNov 2021 to now
- Diamond Wealth ManagementDec 2020 to May 2023
- H&h Retirement Design and Management, Inc.Nov 2017 to Sep 2020
- DysonOct 2017 to Jan 2018
- Mgk IncSep 2008 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (IA, NV, 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
- 7208941
- Firm CRD
- 155344