Casey Marie Laframboise
Investment adviser representative at Cwm, LLC
12 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
12 years in the industry.
- Cwm, LLCOct 2025 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Cwm, LLC dba Carson Group HoldingsOct 2025 to now
- Fifth Third SecuritiesAug 2023 to Oct 2025
- Fifth Third BankOct 2022 to Dec 2023
- Ascension St ThomasSep 2022 to Oct 2022
- UnemployedAug 2022 to Sep 2022
- Madonna Rehabilitation HospitalsJun 2022 to Aug 2022
- UnemployedMay 2022 to Jun 2022
- Franklins Treasures and TreatsOct 2017 to Jun 2018
- Bagels and JoeMay 2016 to Sep 2017
- Hy-vee IncOct 2014 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7800769
- Firm CRD
- 155344