Drew
Schaefer
Cwm, LLC
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About this Advisor
Drew Schaefer is a financial advisor based in Spokane, Washington, working with Cwm, LLC. Drew has previously held positions at Lpl Financial, LLC, Financial Management, Inc, and Financial Advocates Investment Management. Drew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Drew is part of Cwm, LLC, which operates out of Spokane, Washington. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Drew Schaefer Work History
Financial Management, Inc
Lpl Financial, LLC
Financial Advocates Investment Management
Disclosures
Please visit the SEC profile of Drew Schaefer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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