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Brian Wesley Armstrong

Advisor at CWM, LLC — Southlake, TX State Street

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

27 years

Location

Southlake, TX 76092

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

647

Across 218 offices

Clients per advisor

81 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Brian Armstrong is a CFP® professional with 27 years of experience in financial services. He is affiliated with CWM, LLC and has previously worked with Cetera and First Financial Equity Corporation among others. Armstrong is involved in a commercial building ownership venture through 08 Holdings, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary account management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Client services

Based on CWM, LLC

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on CWM, LLC

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on CWM, LLC

Founder/Business Owner Executive

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Fee options

Fixed

fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)

Percentage

$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)

Project-based

up to $500 per hour for financial planning services

Location

See office

Southlake, TX State Street

601 State Street, Suite 425

Southlake TX 76092

Advisors at this office

7

Most active in

Texas

Work history

27 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, Llc

2018 - Present • 8 years

El Segundo, CA

CWM, LLC

2018 - Present • 8 years

Omaha, NE

Armstrong Purselley Wealth Management Group

2017 - Present • 9 years

Bedford, TX

Apw Group Management, Llc

2017 - 2023 • 6 years

Bedford, TX

First Financial Equity Corporation

2008 - 2018 • 10 years

Scottsdale, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Vijay D

Series 65

Northlake, TX

AURI

Vijay Duraipalam is a financial advisor at Auri with a Series 65 designation and experience beginning in 2025. Prior to joining Auri, he worked at Charles Schwab and several other companies across various industries. Auri is a Texas-registered investment adviser serving individual investors and small businesses with model portfolios mainly composed of ETFs and mutual funds. The firm emphasizes long-term strategic asset allocation and passive, diversified exposure, offering both discretionary and non-discretionary management alongside digital tools and financial planning support.

Passive / index investing Wealth management ESG / Sustainable investing

Christopher S

CFP®, Series 66

Northlake, TX

Retire With Swan

Christopher Swan is a CFP® professional with nine years of industry experience. He is the sole advisor at Retire With Swan, an independent firm he founded in 2020. Prior to this, he worked at Merrill Lynch, Charles Schwab, & Edward Jones. Retire With Swan focuses on retirement-centered financial planning and discretionary investment management for individual and high-net-worth clients. The firm employs a goals-based, long-term investment approach emphasizing strategic asset allocation, diversification, and regular portfolio monitoring.

Retirement income strategy Social Security optimization Income planning General tax planning Retirement withdrawal strategies Retired Approaching retirement Retired
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John W

Series 63, Series 66, Series 65

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Fusion Capital Management, Merrill, and Northwestern Mutual Investment Management. Since 2017, he has also been involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and business entities. The firm utilizes an open-architecture platform with both fundamental and technical analysis, managing over $1.1 billion in client assets while offering a broad range of investment strategies and continuous portfolio monitoring.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner

Robert H

CFP®, Series 7, Series 66, Series 24

Grapevine, TX

Raymond James Financial

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

General retirement planning Roth conversion strategy Early retirement planning Income planning Founder/Business Owner Executive Approaching retirement Established Professionals Retired Mid-Career Professionals
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Dominic Hilario J

Series 65

Flower Mound, TX

DEAJ Insurance and Investments Consulting

Dominic Hilario Javier is the principal of DEAJ Insurance and Investments Consulting, holding a Series 65 license and entering his first year in the financial advisory industry. He has prior experience with DEAJ Investments LLC and SGC Investments Limited. Outside of advisory services, he is involved with DEAJ Oil and Gas Consulting. DEAJ Insurance and Investments Consulting provides financial planning and non-discretionary investment advisory services to individuals, families, businesses, and nonprofit organizations. The firm combines licensed insurance brokerage and risk-management services with investment advice, offering portfolio approaches that include both third-party managed accounts and actively managed investments across a broad range of asset classes.

Wealth management Retirement income strategy
user avatar

Kyle L

Series 65

Colleyville, TX

Bard Investment Group, LLC

Kyle Lee is a financial advisor at Bard Investment Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Bard Investment Group in 2025, he worked at American First Finance, People 2.0, ACE Cash Express, and D.R. Horton. In addition to his advisory role, he maintains a separate contract programming business. Bard Investment Group provides financial planning, portfolio management, and educational seminars primarily for individuals, high-net-worth individuals, and small businesses. The firm emphasizes low-cost, broadly diversified index funds and ETFs, with portfolio management conducted on a non-discretionary basis and regular client reviews.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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