Bruce Daniel Eisenhauer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → 07/2018
  Lpl Financial Llc
  Phoenix, AZ
• 02/2021 → Present
  Meikle Financial Group
  Phoenix, AZ
• 07/2018 → Present
  Cwm, Llc
  Omaha, NE
• 07/2018 → 05/2026
  Cetera Wealth Services, Llc
  El Segundo, CA

Other Businesses

NAME OF BUSINESS: N/A NATURE: Tax Preparation START: 01/2018 POSITION: Tax Preparer APPX. HRS/MONTH: 15 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 15 DUTIES: Preparation of Taxes FIXED INSURANCE NATURE: Insurance START: 01/2021 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-22
• S66 Uniform Combined State Law Examination
  2002-05-01