Abigail Rexanne Funk

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 → 12/2024
  Avery Wealth, Inc.
  Jackson, MI
• 12/2019 → 06/2022
  Mcdonald's
  Alpena, MI
• 08/2020 → 05/2023
  Spring Arbor University
  Spring Arbor, MI
• 08/2020 → 05/2022
  Spring Arbor University
  Spring Arbor, MI
• 10/2018 → 01/2020
  Mhsaa
  Hillman, MI
• 06/2016 → 08/2019
  Aj's Berry Farm
  Lachine, MI
• 06/2024 → Present
  Cwm, Llc
  Omaha, NE
• 06/2024 → Present
  Avery Wealth, Inc
  Jackson, MI

Previous Registrations

• 2023-08-14 → 2024-12-16
  Avery Wealth, Inc.
  Jackson, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-12

Other Names

• Abbie Rexanne Funk