Michele
Randall

Cwm, LLC

CRD#2572976
Investment Advisor
in Racine, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michele Randall is a financial advisor based in Racine, Wisconsin, working with Cwm, LLC. Michele has previously held positions at Lpl Financial LLC, Private Advisor Group, LLC, Cetera Advisor Networks, Randall & Pobar, LLC, and Cwm, LLC Dba Carson Partners - Crd # 155344. Michele has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Michele is part of Cwm, LLC, which operates out of Racine, Wisconsin. 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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

1458 Horizon Blvd, Ste. 100
Racine, WI 53406

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

WI Average: 226
Total Number of Accounts

110,327

WI Average: 7,467
Average Account Size

$242,682

WI Average: $264,928

Investment Advisory Services

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

Michele Randall Work History

2023 - Present (1 year)

Cetera Advisor Networks

2023 - Present (1 year)

Cwm, LLC Dba Carson Partners - Crd # 155344

2012 - Present (12 years)

Randall & Pobar, LLC

2012 - 2023 (11 years)

Lpl Financial LLC

2012 - 2023 (11 years)

Private Advisor Group, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michele Randall 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

James Kampetis
Omaha, NE
Taylor Smithyman
Fort Atkinson, WI
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Kristen Rainone
Omaha, NE
Kevin Oleszewski
Vineland, NJ
Nicole George
Hastings, NE
Nicole Szakos
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started