Bradley Ross Michalchuk

Current Employers

Employment History

• 01/2021 → 01/2022
  Maia Wealth
  Denver, CO
• 07/2015 → 01/2022
  The Anschutz Corporation
  Denver, CO
• 02/2022 → 04/2025
  The Millstone Evans Group
  Boulder, CO
• 02/2022 → 04/2025
  The Millstone Evans Group, Llc
  Boulder, CO
• 04/2025 → 07/2026
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 05/2025 → Present
  Doyle And Loughman Wealth Management Group
  Lebanon, NH
• 07/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Cwm, Llc Dba Carson Group Holdings
  Lebanon, NH

Previous Registrations

• 2025-04-25 → 2026-08-05
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 2022-02-12 → 2025-05-09
  The Millstone Evans Group, Llc
  Boulder, CO
• 2021-02-24 → 2022-01-27
  Maia Wealth
  Denver, CO

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 07/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: DOYLE AND LOUGHMAN WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES AND ADVISORY SERVICES 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-21
• S65 Uniform Investment Adviser Law Examination
  2021-02-05

Designations

Other Names

• Brad Michalchuk