Cwm, LLC

Investment Advisor
in Green Bay, WI

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About this Advisor

Christopher Schuler is a financial advisor working out of Green Bay, Wisconsin, who has been in the financial industry for 10 years. Schuler is currently employed by Cwm, LLC. The advisor has gained experience at Hanson Financial Services, Keebler & Associates, Llp, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Cwm, LLC Dba Carson Group Partners, Cetera Advisor Networks, Brian Laviolette Foundation and Heritage Financial Partners, LLC. Schuler maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas and Wisconsin. Cwm, LLC is an advisory firm operating in Green Bay, Wisconsin. The firm has offices in 123 locations and a total of 424 financial advisors. It administers $12 billion in assets under management among its 58,973 accounts, making it one of the largest firms in the nation by assets under management. Of its 58,973 customer accounts, 15% belong to high-net-worth individuals who have at least $1 million in investable assets. Cwm, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on the type of services provided. Fees charged by Cwm, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

2021 S Webster Ave
Green Bay, WI 54301

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Cwm, LLC Brokerage Details

Total Assets Under Management


WI Average: $1,978,216,465
Total Number of Employees


WI Average: 226
Total Number of Accounts


WI Average: 7,467
Average Account Size


WI Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Christopher Schuler Work History

Christopher has 10 years of experience.

2018 - Present (4 years)

Cwm, LLC Dba Carson Group Partners

2018 - Present (4 years)

Cetera Advisor Networks

2016 - Present (6 years)

Heritage Financial Partners, LLC

2011 - Present (11 years)

Brian Laviolette Foundation

2014 - 2014 (< 1 year)

Hanson Financial Services

2014 - 2018 (4 years)

Cambridge Investment Research, Inc

2014 - 2018 (4 years)

Cambridge Investment Research Advisors, Inc

2011 - 2014 (3 years)

Keebler & Associates, Llp


Christopher Schuler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Patrick Healy
Norwell, MA
Amy Cadwell
Orlando, FL
Kristen Rainone
Kissimmee, FL
Breanne Vugteveen
Grand Rapids, MI
Iker Pimienta
Spring, TX
Shayla Kriha
Omaha, NE
Robert Papa
Franklin Lakes, NJ
Aaron Schaben
Omaha, NE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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