Luke Larock
Investment adviser representative at Cwm, LLC
11 yearsExperience
2 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
11 years in the industry.
- Cwm, LLCMay 2023 to now
- Pinnacle WealthMay 2023 to now
- Bethlehem Lutheran ChurchMay 2019 to now
- Shaykett AppraisalMay 2022 to Nov 2022
- Dgr EngineeringMay 2021 to Aug 2021
- Hills-beaver Creek SecondaryJan 2021 to Jan 2021
- Hills-beaver Creek SecondaryJun 2020 to Aug 2020
- DoordashMay 2020 to Aug 2020
- South Dakota State UniversityAug 2019 to May 2023
- New Prairie InsulationJun 2019 to Aug 2019
- Hills-beaver Creek SecondaryJun 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, SD).
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
- 7742544
- Firm CRD
- 155344