Advisor at CWM Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CWM Wealth Management, LLC
Location
Lowell, IN
Credentials
Series 63, Series 65
Industry experience
13 years
Craig Menninga is a financial advisor at CWM Wealth Management, LLC, an independent firm based in Lowell, Indiana. He holds Series 63 and Series 65 designations and has 13 years of industry experience. In addition to his advisory role, Menninga serves as the Director of Diagnostic Imaging at Franciscan Health Michigan City. CWM Wealth Management provides portfolio management and investment advice to individuals, families, and small businesses. The firm combines technical analysis with fundamental research to create tailored portfolios and offers a range of strategies including high-yield and income-focused sleeves.
Based on CWM Wealth Management, LLC
Under $50,000 - $49,999: 2 percent per annum $50,000 - $99,999: 1.75 percent per annum $100,000 - $249,999: 1.5 percent per annum $250,000 - $499,999: 1.25 percent per annum $500,000 - $999,999: 1.0 percent per annum $1,000,000+: 0.75 percent per annum
Fee-only: Percentage of assets under management fees only, no commissions
Lowell, IN
Indiana
Franciscan Health Michigan City
2013 - Present (13 years)
Cwm Wealth Management
2012 - Present (14 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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