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Ian O Hayward

Cwm, LLC

Green Bay, WI

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-21
  • WI RA
    APPROVED
    Since 2026-01-21

Branch Locations

2021 S Webster Ave, Green Bay, WI 54301 • United States

14600 Branch St., Omaha, NE 68154 • 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
OrganizationCityStateFromTo
Heritage Financial Partners, Llc Green Bay WI 03/2022 01/2024
Fortifi Bank Green Bay WI 07/2020 03/2022
Bank Of The West Dickinson ND 11/2018 07/2019
Bemobile Dickinson ND 09/2018 11/2018
Farmers & Merchants State Bank Bowling Green OH 07/2017 08/2018
Lowe's Home Improvement Perrysburg OH 01/2016 07/2017
Fortifi Bank Green Bay WI 09/2019 07/2020
Heritage Financial Partners, Llc Green Bay WI 01/2024 01/2026
Heritage Financial Partners, Llc Green Bay WI 01/2026 Present
Cwm, Llc Omaha NE 01/2026 Present
  • 03/2022 → 01/2024
    Heritage Financial Partners, Llc
    Green Bay, WI
  • 07/2020 → 03/2022
    Fortifi Bank
    Green Bay, WI
  • 11/2018 → 07/2019
    Bank Of The West
    Dickinson, ND
  • 09/2018 → 11/2018
    Bemobile
    Dickinson, ND
  • 07/2017 → 08/2018
    Farmers & Merchants State Bank
    Bowling Green, OH
  • 01/2016 → 07/2017
    Lowe's Home Improvement
    Perrysburg, OH
  • 09/2019 → 07/2020
    Fortifi Bank
    Green Bay, WI
  • 01/2024 → 01/2026
    Heritage Financial Partners, Llc
    Green Bay, WI
  • 01/2026 → Present
    Heritage Financial Partners, Llc
    Green Bay, WI
  • 01/2026 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
BARINGTON CAPITAL MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

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