Mark David Anleitner

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

• 10/2012 → 08/2018
  J.P. Morgan Securities Llc
  Valparaiso, IN
• 08/2018 → Present
  Cwm, Llc
  Omaha, NE
• 08/2018 → 12/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2018 → Present
  360° Wealth Advisor
  Valparaiso, IN
• 01/2020 → Present
  Beyond Design Llc
  Valparaiso, IN
• 08/2018 → Present
  Carson Wealth
  Omaha, NE

Previous Registrations

• 2012-10-01 → 2018-08-15
  J.P. Morgan Securities Llc
  Valparaiso, IN
• 2010-03-08 → 2012-10-01
  Chase Investment Services Corp.
  Valparaiso, IN
  Chesterton, IN
  Valparaiso, IN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2018 APX NUMBER OF HOURS PER WEEK: Varies APX NUMBER OF HOURS DURING TRADING HOURS: Varies POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: BEYOND DESIGN LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: REAL ESTATE DEVELOPMENT ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: GENERAL CONTRACTOR ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: GENERAL CONSTRUCTION, BUILDING LABOR, ETC

Exams

• S66 Uniform Combined State Law Examination
  2010-03-04
• S63 Uniform Securities Agent State Law Examination
  2003-07-29

Designations

• Certified Financial Planner