Makenna Marie Sharkey
Investment adviser representative at Cwm, LLC
11 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
11 years in the industry.
- Cwm, LLCJun 2026 to now
- Rosevest FinancialJun 2026 to now
- Fidelity Brokerage Services LLCMar 2026 to Jun 2026
- Strategic Advisers LLCMar 2026 to Jun 2026
- Fidelity InvestmentsJan 2026 to Jun 2026
- UnemployedAug 2025 to Dec 2025
- JP Morgan ChaseJan 2024 to Aug 2025
- Shape FitnessJul 2022 to Jan 2024
- Standard HallMay 2022 to Oct 2022
- Lincoln Financial GroupNov 2021 to Dec 2023
- Lechase Construction GroupJun 2021 to Aug 2021
- Orangetheory FitnessJun 2018 to Nov 2021
- Village BakeryNov 2017 to May 2018
- YotailityAug 2017 to Oct 2017
- Victor Senior HighNov 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7459222
- Firm CRD
- 155344