Christopher
Schuler

Cwm, LLC

CRD#6301375
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 5 years of relevant experience. Schuler works at Cwm, LLC. Over the course of their career, Schuler has held roles 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 has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Wisconsin. Cwm, LLC is an advisory firm that has its headquarters in Omaha, NE. It has offices in 165 locations and a total of 1,111 financial advisors. It oversees $20 billion in assets under management among its 96,956 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 96,956 client accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable assets. Cwm, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees depend on which service is offered. Fee types billed by Cwm, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

$19,943,561,186

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

1,111

WI Average: 226
Total Number of Accounts

96,956

WI Average: 7,467
Average Account Size

$205,697

WI Average: $264,928

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 been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cwm, LLC Dba Carson Group Partners

2018 - Present (6 years)

Cetera Advisor Networks

2016 - Present (8 years)

Heritage Financial Partners, LLC

2011 - Present (13 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Schuler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cwm, LLC

Randy Harrison
Omaha, NE
Clifford York
Vincennes, IN
William Bradford
Omaha, NE
Benjamin Rosholt
Omaha, NE
Timothy Avila
Yuma, AZ
Paul Boudwin
Houston, TX
Jaymon Meikle
Omaha, NE
Camille Koppenberg
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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