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Detailed Report
CARLY JO WIELAND
CARLY JO D'ALESSANDRO, CARLY JO DALESSANDRO, CARLY DALESSANDRO, CARLY JO WEILAND
CRD#: 6912481
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Investment Adviser
CWM, LLCCRD#: 155344 3772 Fashion Square Boulevard
Saginaw, MI 48603
Registration History
AprJulOct2024AprJulOct2025AprJulOct2026IACWM, LLC (CRD# 155344)2024 - Present (1 year)
License(s)

State Registrations

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Illinois 2/27/2024
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Michigan 1/10/2024
Current Registration(s)
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CWM, LLC (CRD#:155344)
3772 Fashion Square Boulevard, Saginaw, MI 48603
220 N Smith St Ste 220, Palatine, IL 60067
Registered with this firm since 1/10/2024
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.