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CFP
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CFP

Shawn Peschke

Cwm, LLC
23 Years of Experience
Edmond, OK
View SEC Summary
View SEC Summary

Shawn Peschke is a CFP-designated registered investment advisor at Cwm, LLC, based in Edmond, OK, with 23 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
660 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17935 N Penn Ave, Ste. 301, Edmond, OK, 73012

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Shawn operates Tungsten Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also has a business entity called Evergreen for tax/investment purposes, requiring minimal time.

Employment History
Current Registrations
Cwm, LLC
May 2026 - Present · 5 mos
Previous Registrations
LPL Financial LLC
February 2017 - June 2026 · 9 yrs 4 mos
LPL Financial LLCBroker
February 2017 - June 2026 · 9 yrs 4 mos
Arvest Wealth Management
May 2011 - February 2017 · 5 yrs 9 mos
Arvest Wealth ManagementBroker
May 2011 - February 2017 · 5 yrs 9 mos
Chase Investment Services CORP.
September 2008 - May 2011 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
September 2008 - May 2011 · 2 yrs 8 mos
Fsc Securities CorporationBroker
May 2008 - July 2008 · 2 mos
Fsc Securities Corporation
May 2008 - July 2008 · 2 mos
LPL Financial CorporationBroker
August 2005 - May 2008 · 2 yrs 9 mos
LPL Financial Corporation
August 2005 - May 2008 · 2 yrs 9 mos
American Express Financial Advisors, INC.
February 2003 - March 2005 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
January 2003 - March 2005 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
January 2003 - March 2005 · 2 yrs 2 mos
State Registrations2 states
OKTX
Advisor

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.

Exams
No exam information available for this advisor.
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