Andrew Lee Vonderfecht
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Andrew Lee Vonderfecht? 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, LLCMar 2026 to now
- Oakeson SteinerMar 2026 to now
- Main West EquipmentJan 2025 to Jan 2026
- Touch Above LawnsJun 2023 to Dec 2024
- Nebraska Wesleyan UniversityAug 2021 to May 2025
- Bro Sno LLCMay 2021 to Aug 2023
- Hastings Physical TherapyDec 2020 to May 2021
- UnemployedJan 2016 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 7734014
- Firm CRD
- 155344