Michelle Frommeyer, financial advisor Covington KY

Michelle Frommeyer

CRD Number: 4939985
Current Firm: Cwm, LLC

Michelle Frommeyer (CRD# 4939985) is an Investment Advisor Representative working at Cwm, LLC in Covington, KY and has over 18 years of experience in the finance industry. Michelle Frommeyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kentucky State Senate District 24 Frankfort, KY Jan 2023 - Current 1
Cwm, LLC Omaha, NE Aug 2018 - Current 5
Ffr Wealth Team, LLC Alexandria, KY Aug 2018 - Current 5
Ffr Wealth Covington, KY Aug 2018 - Current 5
Cetera Advisor Networks El Segundo, CA Aug 2018 - Aug 2023 5
Various Insurance Carriers For W&r Insurance Agencies Alexandria, KY Jul 2005 - Aug 2018 13
Waddell & Reed, Inc. Cincinnati, OH Mar 2005 - Aug 2018 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Michelle A. Frommeyer
Phone Number: 402-330-0808
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    26,774
    MILLIONS
  • Total Number of Accounts
    110,327
    ACCOUNTS
  • Average Account Value
    $242,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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