Inactive

Andrew Paul Spitzer-Fox

CRD 8019906

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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:

Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-01-02

MO RA
APPROVED

Since 2025-01-02

Branch Locations

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

2425 N Woodbine Road, Suite B & E, St. Joseph, MO 64506 • 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

Organization	City	State	From	To
Missouri Western State University	Saint Joseph	MO	08/2020	12/2024
Gertsema Wealth Advisors	Saint Joseph	MO	06/2024	11/2025
Cwm, Llc	Omaha	NE	12/2024	Present
Central High School	Saint Joseph	MO	08/2016	08/2020
Gertsema Wealth Advisors	Saint Joseph	MO	11/2025	Present

08/2020 → 12/2024

Missouri Western State University

Saint Joseph, MO
06/2024 → 11/2025

Gertsema Wealth Advisors

Saint Joseph, MO
12/2024 → Present

Cwm, Llc

Omaha, NE
08/2016 → 08/2020

Central High School

Saint Joseph, MO
11/2025 → Present

Gertsema Wealth Advisors

Saint Joseph, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-25

S65 Uniform Investment Adviser Law Examination

2024-11-25

Other Names

Andrew Paul Spitzer

View on SEC IAPD

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