Wade Hamilton Chessman

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

• 10/2004 → 04/2019
  Chessman Wealth Strategies
  Dallas, TX
• 04/2019 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2010-11-02 → 2020-03-30
  Chessman Wealth Strategies
  Dallas, TX
• 2004-11-05 → 2010-11-02
  Commonwealth Financial Network
  Dallas, TX

Other Businesses

(1) CHESSMAN WEALTH STRATEGIES, SELLING FIXED INSURANCE PRODUCTS AS INSURANCE AGENT, SPENDS 5 HRS/WK, CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED. 2) MEDI-SHARE HEALTHCARE SHARING MINISTRY PROGRAM - 7557 RAMBLER RD STE 1010, DALLAS TX - LESS THAN 10% OF HIS TIME PER MONTH - RECOMMENDING CLIENTS TO BECOME MEMBERS OF MEDI-SHARE 3)Name of Activity: Medicare BackOffice by Insuractive, Investment-related: no, Address: 7557 Rambler Rd Ste 1010, Dallas, TX 75231, Position/Title: Agent, Nature of Business Activity: Refer clients to Medicare BackOffice for Medicare Supplemental Insurance, and receives Referral Fees / Insurance Commissions, Start Date: 02/09/2021, approx. number of hours/month: 1, approx. number of hours during trading hours: 0, duties: Refer clients for Medicare Supplemental Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-12

Designations

• Certified Financial Planner