Michael Walter Beermann

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

• 07/2011 → 10/2025
  Aveo Capital Partners, Llc
  Littleton, CO
• 07/2011 → 07/2025
  Dmk Advisors (Formerly Stephen A. Kohn & Associates, Ltd.)
  Englewood, CO
• 07/2025 → Present
  Cwm, Llc
  Omaha, NE
• 07/2025 → Present
  Carson Wealth
  Englewood, CO
• 11/2016 → 10/2025
  Axcent Private Capital, Llc
  Englewood, CO

Previous Registrations

• 2011-07-15 → 2025-10-02
  Aveo Capital Partners, Llc
  Englewood, CO
• 2007-02-16 → 2011-07-21
  Ubs Financial Services Inc.
  Denver, CO
• 2004-09-03 → 2007-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
  Englewood, CO

Exams

• S66 Uniform Combined State Law Examination
  2004-08-12

Other Names

• Michael W Beermann
• Michael Beermann