Inactive

Daniel Avery Reese

CRD 4235684

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Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

Current Employers

Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-06-10
TX	RA	APPROVED	2024-06-10

MI RA
APPROVED

Since 2024-06-10
TX RA
APPROVED

Since 2024-06-10

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

2727 Spring Arbor Rd, Jackson, MI 49203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Avery Wealth, Inc	Jackson	MI	09/2008	Present
Avery Wealth, Inc.	Jackson	MI	09/2008	12/2024
Cwm, Llc	Omaha	NE	06/2024	Present

09/2008 → Present

Avery Wealth, Inc

Jackson, MI
09/2008 → 12/2024

Avery Wealth, Inc.

Jackson, MI
06/2024 → Present

Cwm, Llc

Omaha, NE

Previous Registrations

2010-04-06 → 2024-12-16

Avery Wealth, Inc.

Jackson, MI
2007-03-16 → 2008-03-24

Usa Financial Securities Llc

Jackson, MI

Jackson, MI

Ada, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-31
S63	Uniform Securities Agent State Law Examination	2000-10-13

S66 Uniform Combined State Law Examination

2006-07-31
S63 Uniform Securities Agent State Law Examination

2000-10-13

Designations

Certified Financial Planner

View on SEC IAPD

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