Madison Ann Krummen

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

• 06/2022 → 04/2024
  Bcr Wealth Strategies, Llc
  Vestavia, AL
• 08/2014 → 05/2018
  William Mason High School
  Mason, OH
• 08/2018 → 05/2022
  University Of Alabama
  Tuscaloosa, AL
• 01/2020 → 03/2020
  Capstone Center For Student Success At University Of Alabama
  Tuscaloosa, AL
• 05/2020 → 12/2020
  Fidelity Investments
  Covington, KY
• 05/2021 → 04/2022
  Bcr Wealth Strategies, Llc
  Birmingham, AL
• 01/2021 → 04/2021
  University Of Alabama
  Tuscaloosa, AL
• 05/2024 → 03/2026
  Total Wealth Planning, Llc
  Cincinnati, OH
• 11/2025 → Present
  Cwm, Llc
  Omaha, NE
• 11/2025 → Present
  Carson Wealth
  Cincinnati, OH

Previous Registrations

• 2024-05-22 → 2026-03-23
  Total Wealth Planning, Llc
  Cincinnati, OH
• 2023-07-28 → 2024-04-22
  Bcr Wealth Strategies
  Vestavia, AL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-24

Designations

• Certified Financial Planner

Other Names

• Madi Krummen