Michele Randall (CRD# 2572976) is an Investment Advisor Representative working at Cwm, LLC in Mount Pleasant, WI and has over 29 years of experience in the finance industry. Michele Randall 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.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks | El Segundo, CA | Jan 2023 - Current | 1 |
| Cwm, Llc Dba Carson Partners - Crd # 155344 | Mt Pleasant, WI | Jan 2023 - Current | 1 |
| Randall & Pobar, LLC | Mt Pleasant, WI | May 2012 - Current | 11 |
| Lpl Financial LLC | Mt Pleasant, WI | May 2012 - Jan 2023 | 10 |
| Private Advisor Group, LLC | Mt. Pleasant, WI | May 2012 - Jan 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2005 |
- WI
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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
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