Michele Randall is a CFP-designated registered investment advisor at Cwm, LLC, based in Mt. Pleasant, WI, with 30 years of industry experience. Michele is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
1458 Horizon Blvd, Ste. 100, Mt. Pleasant, WI, 53406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michele is a Wealth Advisor at CWM, LLC DBA Carson Partners and a Founder/Wealth Advisor at Randall & Pobar, LLC, dedicating full-time hours to these roles. She also serves on the board of Gateway Technical College Foundation and Racine Community Foundation, and acts as a notary, requiring minimal time.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Invest Financial CorporationBroker
Firstar Investment Services,inc.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.