Todd Wolff, financial advisor Fort Atkinson WI

Todd Wolff

CRD Number: 4412607
Current Firm: Cwm, LLC

Todd Wolff (CRD# 4412607) is an Investment Advisor Representative working at Cwm, LLC in Fort Atkinson, WI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Omaha, NE Jun 2018 - Current 5
Financial Impact Advisors Fort Atkinson, WI Jun 2018 - Current 5
Cetera Advisor Networks El Segundo, CA Jun 2018 - Nov 2023 5
Lpl Financial Appleton, WI Nov 2010 - Jun 2018 7
Noel-schopen Inc. Ft. Atkinson, WY Nov 2000 - Jun 2018 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Todd A. Wolff
Phone Number: 402-330-0808
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
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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