Madison Ann Krummen
Investment adviser representative at Cwm, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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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
12 years in the industry.
- Carson WealthNov 2025 to now
- Cwm, LLCNov 2025 to now
- Total Wealth Planning, LLCMay 2024 to Mar 2026
- Bcr Wealth Strategies, LLCJun 2022 to Apr 2024
- Bcr Wealth Strategies, LLCMay 2021 to Apr 2022
- Fidelity InvestmentsMay 2020 to Dec 2020
- Capstone Center for Student Success At University of AlabamaJan 2020 to Mar 2020
- University of AlabamaAug 2018 to May 2022
- William Mason High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7744937
- Firm CRD
- 155344