Donovan Cizek (CRD# 6852200) is an Investment Advisor Representative working at Cwm, LLC in Bingham Farms, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2023 - Current | < 1 |
| Stonebridge Financial Partners | Bingham Farms, MI | Apr 2019 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Apr 2019 - Jul 2023 | 4 |
| Capital Group - American Funds | Carmel, IN | Aug 2017 - Apr 2019 | 1 |
| Michigan State University | East Lansing, MI | Aug 2013 - May 2017 | 3 |
| Farmers Insurance - Tom Cizek Agency | Traverse City, MI | Jul 2016 - Aug 2016 | < 1 |
| Boones Long Lake Inn | Traverse City, MI | May 2013 - Aug 2015 | 2 |
| The Crown Golf Course | Traverse City, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MI
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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