Justin Robert Haschke, CFP | Financial Professional | Granbury, Texas

Professional summary

Justin Robert Haschke, CFP® is a registered financial advisor currently at CWM, LLC located in Granbury, Texas.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, FIXED INSURANCE, START DATE: 11/2018, APX NUMBER OF HOURS PER WEEK: 4, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES, BOUCHER, MORGAN & YOUNG, CPA; INVESTMENT RELATED: NO, TAX PREPARATION, SINCE: 1/2009, APX NUMBER OF HOURS PER WEEK: 1.2, TAX PREP AND PLANNING; RENTAL, INVESTMENT RELATED: NO, RESIDENTIAL REAL ESTATE, SINCE: 5/2015, OWNER, APX NUMBER OF HOURS PER WEEK: 1, DESCRIPTION OF DUTIES: RENT TO OWNERS, STEPHENVILLE ECONOMIC DEVELOPMENT FOUNDATION INC, INVESTMENT RELATED: NO, ECONOMIC DEVELOPMENT, SINCE: 5/2015, BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1 HOUR PER MONTH, DESCRIPTION OF DUTIES: MEET MONTHLY TO DISCUSS ECONOMIC OPPORTUNITIES WE CAN PROMOTE FOR THE COMMUNITY, COMPASSION COUNSELING CENTER, INC, INVESTMENT RELATED: NO, PROVIDE AFFORDABLE COUNSELING SERVICES TO PEOPLE IN NEED, SINCE: 5/2016, BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1 HOUR PER QUARTER B DESCRIPTION OF DUTIES: MEET QUARTERLY TO DISCUSS WAYS TO HELP PROVIDE MORE SERVICES TO THE COMMUNITY, CITY OF STEPHENVILLE, INVESTMENT RELATED: NO, CITY COUNCIL, SINCE: 05/2020, COUNCILMAN, APX NUMBER OF HOURS PER WEEK: 5, MAY DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: VOTE ON VARIOUS CITY BUSINESS VENTURES NAME OF OTHER BUSINESS: TARLETON STATE UNIVERSITY FOUNDATION, INC; INVESTMENT RELATED: NO; NATURE OF BUSINESS: BOARD; START DATE: 4/2023; TITLE: BOARD MEMBER; APX # OF HRS/WK & DUR TRD HRS: 0.5; DUTIES: HELP PROMOTE GROWTH OF THE FOUNDATION FOR THE BENEFIT OF UNIVERSITY STUDENTS; NAME OF OTHER BUSINESS: STEPHENVILLE ECONOMIC DEVELOPMENT AUTHORITY; INVESTMENT RELATED: NO; NATURE OF BUSINESS: CIVIC ORGANIZATION; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEWING PROPOSED ECONOMIC INCENTIVES FOR BUSINESS DEVELOPMENT IN THE CITY OF STEPHENVILLE;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Robert Haschke's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

February 19, 2019 - Present

CWM, LLC

Office #1: 1115 Waters Edge Drive Suite 102, Granbury, TX 76048Office #2: 1300 Pecan Hill Drive, Stephenville, TX 76401

RIA

CRD#: 155344

Granbury, TX

Past

June 29, 2023 - October 27, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

GRANBURY, TX

Past

February 19, 2019 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

GRANBURY, TX

Past

February 19, 2019 - October 27, 2025

CETERA WEALTH SERVICES, LLC

BD

CRD#: 13572

GRANBURY, TX

Past

October 8, 2014 - March 7, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

STEPHENVILLE, TX

Past

September 5, 2014 - March 7, 2019

LPL FINANCIAL LLC

BD

CRD#: 6413

STEPHENVILLE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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

Texas
(2/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 9/30/2014

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 9/5/2014

General Securities Representative Examination

Current Firm

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

14600 Branch St., Omaha, NE 68154

Mailing Address

Phone number

(402) 330-0808

Established

Firm type

Fiscal year end

# of Employees

1,314

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWM, LLC ADV PART 2A (7/9/2025)

CWM, LLC APPENDIX WRAP PROGRAM (5/8/2025)

Regulatory assets under management

Total Number of Accounts	124,944
AUM (Assets Under Management)	$ 33,775,526,748

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.

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Advisor Monitoring

Firm Stability Insights

Justin R. Haschke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Robert Haschke's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

CWM, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2014

Current Firm

CWM, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CWM, LLC

TRUST BUT VERIFY

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