Todd Wolff
Advisor at Cwm, Llc
Updated today
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, Llc
Location
Fort Atkinson, WI 53538
Credentials
Series 63, Series 66
Industry experience
22 years
About
Todd Wolff is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Financial Impact Advisors, Cetera Advisor Networks, LPL Financial, and Noel-Schopen Inc. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.
Client services
Based on Cwm, Llc
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on Cwm, Llc
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
Location
37 Milwaukee Ave E
Fort Atkinson, WI 53538
Most active in
Todd W has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Financial Impact Advisors
2018 - Present (8 years)
CWM, LLC
2018 - Present (8 years)
Cetera Advisor Networks
2018 - 2023 (5 years)
LPL FINANCIAL
2010 - 2018 (8 years)
Noel-Schopen Inc.
2000 - 2018 (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Barry D
Series 63
Lake Mills, WI
Denny, Barry T.
Savannah W
Series 65
Milton, WI
Morling Financial Advisors, LLC
Daniel W
CFP®, Series 63, Series 65
Lake Mills, WI
Aprio Wealth Management, LLC
Sara W
Series 63, Series 66
Fort Atkinson, WI
Coordinated Capital Securities, Inc.
Drew W
Series 63, Series 65
Fort Atkinson, WI
Coordinated Capital Securities, Inc.
Valerie J
ChFC®
Fort Atkinson, WI
Cwm, Llc
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