Michele M Schreck

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

• 09/1993 → 01/2017
  Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
  Omaha, NE
• 02/2012 → Present
  Cwm Llc
  Omaha, NE
• 01/2017 → 08/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2012 → Present
  Carson Wealth
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-30
• S63 Uniform Securities Agent State Law Examination
  1993-12-14