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Michele Ann Randall

CWM, LLC

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About Michele Ann Randall

Michele Randall is a financial advisor with over 25 years of experience in the financial services industry. Michele is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Carson Partners and LPL Financial. Michele provides a range of financial services including portfolio management, financial planning, estate planning, and additional advisory services. Michele is dedicated to helping individuals and families reach their financial goals.

Firm Information

Michele Randall is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Michele Randall’s Registration & Firm History

WI

01/11/2023 - Present

CWM, LLC (MT. PLEASANT WI)

WI

05/18/2012 - 01/23/2023

LPL FINANCIAL LLC (MOUNT PLEASANT WI)

WI

11/30/2004 - 05/24/2012

ROBERT W. BAIRD & CO. INCORPORATED (RACINE WI)

WI

06/24/1999 - 09/29/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

NJ

01/01/1995 - 07/16/1998

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

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Licenses & Designations

BOTH

Issued 02/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/27/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Ann Randall.
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