Drew Schaefer

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

• 08/2010 → 04/2020
  Lpl Financial, Llc
  Spokane, WA
• 02/2012 → 09/2020
  Financial Management, Inc.
  Spokane, WA
• 05/2016 → 06/2018
  Financial Advocates Investment Management
  Spokane, WA
• 02/2020 → Present
  Cwm, Llc
  Omaha, NE
• 02/2020 → 01/2025
  Waymaker Wealth Advisors
  Spokane, WA
• 01/2025 → Present
  Fortis Financial Partners
  Spokan, WA

Previous Registrations

• 2011-12-02 → 2020-09-28
  Financial Management, Inc.
  Yakima, WA
• 2010-08-13 → 2020-04-14
  Lpl Financial Llc
  Kennewick, WA
  Spokane, WA
  Colville, WA
• 2016-04-15 → 2018-10-01
  Financial Advocates Investment Management
  Spokane, WA
  Olympia, WA
• 2009-09-14 → 2010-08-16
  Investment Advisors International, Inc.
  Spokane Valley, WA

Other Businesses

NAME OF BUSINESS: Schaefer Financial Planning, Inc. NATURE: Financial Planning and Investment Advice START: 03/15/2016 POSITION: President APPX. HRS/MONTH: 160 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Financial planning an investment management with Fortis Financial as DBA FIXED INSURANCE NATURE: Insurance START: 02/01/2009 APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-18
• S65 Uniform Investment Adviser Law Examination
  2009-08-26

Other Names

• Drew Michael Schaefer
• Drew M Schaefer