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CM

Craig W. Menninga

CWM WEALTH MANAGEMENT
Lowell, IN
Some features on this profile are disabled
CRD#: 2577731
CM

Professional summary

Craig Warren Menninga is a registered financial advisor currently at CWM WEALTH MANAGEMENT, LLC located in Lowell, Indiana.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Craig has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME:Franciscan Health - Michigan City, 3500 Franciscan Way, Michigan City, IN 46360. Non-investment related. Director of Diagnostic Imaging. Stated 01/2013. Approximately 175 hours per month with approximately 140 hours per month during security trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Warren Menninga's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 21, 2022 - Present

CWM WEALTH MANAGEMENT, LLC

RIA
CRD#: 165388
Lowell, IN
Past

January 28, 2020 - December 31, 2021

CWM WEALTH MANAGEMENT, LLC

RIA
CRD#: 165388
LOWELL, IN
Past

October 15, 2012 - December 31, 2019

CWM WEALTH MANAGEMENT, LLC

RIA
CRD#: 165388
LOWELL, IN
Past

January 30, 2012 - April 18, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FORT WAYNE, IN
Past

April 6, 1995 - April 29, 1997

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(1/21/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/21/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 1/28/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
CWM WEALTH MANAGEMENT, LLC
CWM WEALTH MANAGEMENT, LLC

CRD#: 165388 / SEC#:

Indiana
Registered Investment Advisory firm - (1/21/2022 Approved)
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Contact information

Main Address
Lowell, IN
Mailing Address
Phone number
(219) 680-6701
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 1,506,871

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CWM WEALTH MANAGEMENT, LLC

CRD#: 165388Lowell, IN

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