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Inactive

Haley Reed Wainio

Cwm, LLC

Marquette, MI

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-04-07
TX RA APPROVED 2025-04-07
  • MI RA
    APPROVED
    Since 2025-04-07
  • TX RA
    APPROVED
    Since 2025-04-07

Branch Locations

989 W. Washington Street, Ste. 101, Marquette, MI 49855 • 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
Wells Fargo Bank, Na Marquette MI 09/2017 03/2018
Edward D. Jones & Co., L.P. Mount Pleasant MI 07/2016 06/2017
Erts Wealth Advisors, Llc Dba Mommaerts Mahaney Fin Svcs Marquette MI 09/2022 07/2025
Huntington Bancshares Inc. Marquette MI 03/2018 01/2019
Mbank S.A. Marquette MI 02/2019 09/2022
Carson Wealth Marquette MI 04/2025 Present
Cwm, Llc Omaha NE 04/2025 Present
  • 09/2017 → 03/2018
    Wells Fargo Bank, Na
    Marquette, MI
  • 07/2016 → 06/2017
    Edward D. Jones & Co., L.P.
    Mount Pleasant, MI
  • 09/2022 → 07/2025
    Erts Wealth Advisors, Llc Dba Mommaerts Mahaney Fin Svcs
    Marquette, MI
  • 03/2018 → 01/2019
    Huntington Bancshares Inc.
    Marquette, MI
  • 02/2019 → 09/2022
    Mbank S.A.
    Marquette, MI
  • 04/2025 → Present
    Carson Wealth
    Marquette, MI
  • 04/2025 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-03
  • S65 Uniform Investment Adviser Law Examination
    2022-08-03
Designations
Other Names
  • Haley Reed Blake

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · MARQUETTE, MI
CETERA INVESTMENT ADVISERS LLC · Marquette, MI
LPL FINANCIAL LLC · MARQUETTE, MI
OSAIC WEALTH, INC. · Marquette, MI
KERBERROSE WEALTH MANAGEMENT, LLC · MARQUETTE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MARQUETTE, MI
KERBERROSE WEALTH MANAGEMENT, LLC · MARQUETTE, MI
EDWARD JONES · MARQUETTE, MI

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