Cheryl Ann Moss

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

• 05/2013 → Present
  Harbor Wealth Management, Llc
  Green Bay, WI
• 04/2026 → Present
  Carson Wealth
  Green Bay, WI
• 04/2026 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2017-01-03 → 2026-04-27
  Harbor Wealth Management, Llc
  Green Bay, WI
• 2013-06-05 → 2016-12-31
  Harbor Wealth Management, Llc
  Green Bay, WI
• 1997-04-17 → 2013-06-05
  Equitable Advisors, Llc
  Depere, WI
  Green Bay, WI
• 2002-10-08 → 2008-01-11
  Midwest Professional Planners, Ltd.
  Green Bay, WI
  Green Bay, WI

Other Businesses

C.MOSS, LLC, CPA, CFP, CLU, AEP, INCOME & ESTATE TAX PLANNING & PREPARATION, OWNER, TAX PLANNING & INCOME TAX PREPARATION, START: 9/1996, 2 HRS/WEEK, $9155 COMP. Licensed Insurance Agent

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-17
• S63 Uniform Securities Agent State Law Examination
  1996-10-02

Designations

• Certified Financial Planner

Other Names

• Cheryl Ann Layden