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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
CWM, LLC 1 year, 5 months Jul 2018 - Present
Rwm Asset Management 2 years, 11 months Jan 2017 - Present
Purshe Kaplan Sterling Investments 5 years, 7 months Mar 2011 - Oct 2016
Ruggie Wealth Management 8 years, 10 months Feb 2011 - Present
Minnesota Life Insurance Company 1 month Dec 2010 - Dec 2010
Ibis Financial Group 1 month Dec 2010 - Dec 2010
Securian Financial Services 1 month Dec 2010 - Dec 2010
Wyndham Vacation Ownership 7 months Jan 2010 - Aug 2010
Brokersxpress 1 year, 4 months Dec 2008 - Apr 2010
Empire Financial Group, Inc. 1 year, 2 months Oct 2007 - Dec 2008
Are You
Louis Mitchell Shinaman?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    3
  • as of date
    Dec 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Dec 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

CWM, LLC

Last updated on Nov. 13, 2019
    • $7.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 41K
      Accounts
    • $182.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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