Michael A Walenz

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

• 08/1976 → 06/2019
  Mcdermott & Miller Cpa'S
  Hastings, NE
• 12/1998 → 03/2017
  Lpl Financial, Llc
  Hastins, NE
• 03/2014 → 01/2024
  Onedigital Investment Advisors
  Hastings, NE
• 11/2023 → Present
  Cwm, Llc
  Omaha, NE
• 08/2015 → Present
  Oakeson Steiner Wealth & Retirement
  Hastings, NE

Previous Registrations

• 2015-01-02 → 2024-01-31
  Onedigital
  Hastings, NE
  Overland Park, KS
• 2014-03-27 → 2014-12-31
  Onedigital
  Hastings, NE
• 1999-03-04 → 2014-05-27
  Lpl Financial Llc
  Hastings, NE
  Hastings, NE

Other Businesses

NAME OF BUSINESS: A & W Arizona LLC NATURE: Property START: 3/24/2009 POSITION: Partner APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: All financial aspects of company NAME OF BUSINESS: ADM, LLC NATURE: Rental Property START: 6/17/2019 POSITION: Partner APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Review all financial activities NAME OF BUSINESS: Golden Triangle, Inc. NATURE: Property START: 1/1/1996 POSITION: Owner APPX. HRS/MONTH: 8 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Overseeing all financial aspects of company

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-08
• S65 Uniform Investment Adviser Law Examination
  1997-08-14

Other Names

• Michael Walenz
• Michael Anton Walenz