Michele Ann Randall

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

• 05/2012 → 01/2023
  Lpl Financial Llc
  Mt Pleasant, WI
• 05/2012 → 01/2023
  Private Advisor Group, Llc
  Mt. Pleasant, WI
• 05/2012 → Present
  Randall & Pobar, Llc
  Mt Pleasant, WI
• 01/2023 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Mt Pleasant, WI
• 01/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2012-05-29 → 2023-01-17
  Private Advisor Group, Llc
  Mt . Pleasant, WI
  Morristown, NJ
• 2018-06-19 → 2020-10-06
  Lpl Financial Llc
  Mount Pleasant, WI
• 2005-01-31 → 2012-05-24
  Robert W. Baird & Co. Incorporated
  Racine, WI
  Racine, WI

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: Wealth Advisor; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: GATEWAY TECHNICAL COLLEGE FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 3520 30TH AVENUE, KENOSHA, WI 53144; NATURE OF BUSINESS: TECHNICAL COLLEGE FOUNDATION START DATE: 09/2014; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, MEMBER OF THE FINANCE AND INVESTMENT COMMITTEE AND CHAIR A SPECIAL EVENT COMMITTEE; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: I CURRENTLY SERVE AS A BOARD MEMBER, MEMBER OF THE FINANCE AND INVESTMENT COMMITTEE AND CHAIR A SPECIAL EVENT COMMITTEE. 3. NAME OF OTHER BUSINESS: RANDALL & POBAR, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2012; POSITION/TITLE/RELATIONSHIP: FOUNDER / WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FISCAL AND HUMAN RESOURCES OVERSIGHT, FINANCIAL PLANNING AND ADVISING - DBA I USE FOR SECURITIES PURPOSES; 4. NAME OF OTHER BUSINESS: NOTARY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARY; 5. NAME OF OTHER BUSINESS: RACINE COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 1135 WARWICK WAY, #200, RACINE, WI 53406; NATURE OF BUSINESS: BOARD; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: INVESTMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: QUARTERLY MEETINGS TO REVIEW INVESTMENT PORTFOLIO REPORTS AND PERFORM DUE DILIGENCE AS APPROPRIATE ON INVESTMENT MANAGERS AND CONSULTANTS;

Exams

• S66 Uniform Combined State Law Examination
  2005-02-11
• S63 Uniform Securities Agent State Law Examination
  1994-12-27

Designations

• Certified Financial Planner

Other Names

• Kunath Thomson
• Michele Kunath
• Michele Anne Thomson
• Michele Anne Thomson