Larry Macfarlane

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

• 06/2021 → 08/2021
  Us Tech Solutions
  Jersey City, NJ
• 01/2019 → 12/2019
  Brigham Young University
  Rexburg, ID
• 07/2015 → 12/2018
  Provo City School District
  Provo, UT
• 11/2019 → 08/2021
  Dorman & Macfarlane, Wealth Advocates
  Rexburg, ID
• 07/2020 → 08/2021
  Jixiti, Llc
  Orem, UT
• 08/2021 → 10/2023
  Fidelity Investments
  American Fork, UT
• 10/2023 → 10/2024
  Fidelity Investments
  Peoria, AZ
• 01/2025 → Present
  Carson Wealth
  Murray, UT
• 01/2025 → Present
  Cwm, Llc
  Omaha, NE
• 01/2025 → 10/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-08-05 → 2024-11-20
  Fidelity Personal And Workplace Advisors
  American Fork, UT
• 2021-09-15 → 2021-10-22
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2024 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS NAME OF OTHER BUSINESS: TAKE IT TO 11, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR PAYROLL PURPOSES START DATE: 1/2025 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: THIS DBA IS FOR PAYROLL PURPOSES ONLY

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-02-11
• S65 Uniform Investment Adviser Law Examination
  2021-03-17

Other Names

• Larz Macfarlane
• Larry Macfarlane
• Larry Robert Macfarlane