Ian O Hayward
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCJan 2026 to now
- Heritage Financial Partners, LLCMar 2022 to now
- Fortifi BankSep 2019 to Mar 2022
- Bank of the WestNov 2018 to Jul 2019
- BemobileSep 2018 to Nov 2018
- Farmers & Merchants State BankJul 2017 to Aug 2018
- Lowe's Home ImprovementJan 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7530289
- Firm CRD
- 155344