Craig Warren Menninga
Advisor at CWM Wealth Management, LLC — Lowell, IN
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
13 years
Location
Lowell, IN
Craig Menninga is the sole advisor at CWM Wealth Management, LLC in Lowell, Indiana, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and also works as the Director of Diagnostic Imaging at Franciscan Health Michigan City. CWM Wealth Management provides investment supervisory services and financial advice primarily to individuals, families, and small businesses, managing a small discretionary asset base. The firm’s approach combines technical and fundamental analysis to create diversified portfolios focused on objectives such as long-term growth, income, and inflation protection, employing a range of investment products while avoiding margin and leverage.
Based on CWM Wealth Management, LLC
Under $50,000 - $49,999: 2 percent per annum $50,000 - $99,999: 1.75 percent per annum $100,000 - $249,999: 1.5 percent per annum $250,000 - $499,999: 1.25 percent per annum $500,000 - $999,999: 1.0 percent per annum $1,000,000+: 0.75 percent per annum
Fee-only: Advisory fee based on tiered percentage of assets under management; no commissions.
Lowell, IN
Lowell IN
Advisors at this office
1
Indiana
13 years of industry experience
Franciscan Health Michigan City
2013 - Present • 13 years
Michigan City, IN
Cwm Wealth Management
2012 - Present • 14 years
Saint John, IN
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