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Michelle Ann Frommeyer

Cwm, LLC

Covington, KY

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2018-08-23
TX RA APPROVED 2018-08-23
  • KY RA
    APPROVED
    Since 2018-08-23
  • TX RA
    APPROVED
    Since 2018-08-23

Branch Locations

50 East Rivercenter Blvd, Suite 1225, Covington, KY 41011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Cincinnati OH 03/2005 08/2018
Various Insurance Carriers For W&R Insurance Agencies Alexandria KY 07/2005 08/2018
Cwm, Llc Omaha NE 08/2018 Present
Cetera Advisor Networks El Segundo CA 08/2018 08/2023
Kentucky State Senate District 24 Frankfort KY 01/2023 Present
Ffr Wealth Covington KY 08/2018 06/2026
Carson Wealth Covington KY 06/2026 Present
  • 03/2005 → 08/2018
    Waddell & Reed, Inc.
    Cincinnati, OH
  • 07/2005 → 08/2018
    Various Insurance Carriers For W&R Insurance Agencies
    Alexandria, KY
  • 08/2018 → Present
    Omaha, NE
  • 08/2018 → 08/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 01/2023 → Present
    Kentucky State Senate District 24
    Frankfort, KY
  • 08/2018 → 06/2026
    Ffr Wealth
    Covington, KY
  • 06/2026 → Present
    Carson Wealth
    Covington, KY
Previous Registrations
  • 2005-06-13 → 2018-08-29
    Waddell & Reed
    Cincinnati, OH
    West Chester, OH
    Charleroi, PA
Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE 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, DISABILITY, ANNUITIES AND LONG-TERM CARE NAME OF OTHER BUSINESS: KENTUCKY STATE SENATE DISTRICT 24 , INVESTMENT RELATED: NO, NATURE OF BUSINESS: STATE LEGISLATOR START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: SENATOR, APX NUMBER OF HOURS PER WEEK: 10, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BE A VOICE FOR THE INTERESTS OF THE COMMUNITY NAME OF OTHER BUSINESS: ST. MARY PARISH INVESTMENT RELATED: NO, NATURE OF BUSINESS: CHURCH START DATE: 4/8/2019 POSITION/TITLE/RELATIONSHIP: MAJOR GIFTS COMMITTEE MEMBER APX NUMBER OF HOURS PER WEEK: 5, MAY BE DURING TRADING HOURS 1, BRIEF DESCRIPTION OF DUTIES: PHONE CALLS, VISITS, IN PERSON CONVERSATIONS WITH CHURCH MEMBERS OF MY HOME PARISH ST. MARY'S

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-11
  • S66 Uniform Combined State Law Examination
    2005-06-11
Designations
Other Names
  • Michelle Elbert
  • Michelle Ann Funke
  • Michelle Ann Funke Frommeyer
  • Michelle Frommeyer
  • Shelley Frommeyer
  • Shelley Funke Frommeyer

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