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Craig Warren Menninga

Advisor at CWM Wealth Management, LLC — Lowell, IN

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Lowell, IN

CWM Wealth Management, LLC logo

CWM Wealth Management, LLC

Independent

Total advisors

1

Clients per advisor

5 Low

Avg AUM per client

$183,882 Low

HNW client ratio

0% Low

About

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.

Client services

Based on CWM Wealth Management, LLC

Portfolio management

Expertise

Based on CWM Wealth Management, LLC

Options & derivatives strategies Passive / index investing Active portfolio management Real estate investing

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Fee options

Percentage

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

Other

Fee-only: Advisory fee based on tiered percentage of assets under management; no commissions.

Location

Lowell, IN

Lowell IN

Advisors at this office

1

Most active in

Indiana

Work history

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

Disclosures

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

Business activities & affiliations

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Scott P

Series 63, Series 66

Crown Point, IN

Harmony Wealth Management LLC

Scott Pederson is a financial advisor with Harmony Wealth Management LLC in Crown Point, Indiana. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 22 years at Charles Schwab & Co., Inc. and Charles Schwab Bank before founding his current firm in 2019. Harmony Wealth Management is an independent asset management and financial planning firm serving individuals, trusts, corporations, retirement plans, tax-exempt entities, and government clients. The firm emphasizes quantitative portfolio optimization and efficient-frontier analysis in its investment process and offers a distinctive service mix that includes predominantly non-discretionary asset management and educational client workshops.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Joseph H

CFP®, Series 63, Series 65

St. John, IN

Smart Choice Financial Planning, Inc.

Joseph Harowski is a CFP® professional with 22 years of experience in the financial services industry. He has been associated with United Planners Financial Services of America since 2004. Harowski currently operates as the sole advisor at Smart Choice Financial Planning, Inc. in St. John, Indiana. Smart Choice Financial Planning offers financial planning, retirement and estate consultations, and portfolio monitoring to individuals, families, and small businesses without account minimums. The firm employs a primarily passive, low-cost investment approach with documented investment policy statements and provides services on a project or fixed-fee basis without charging based on assets under management.

Annuities General tax planning Cash flow / budgeting
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Dylan P

Series 65

Lowell, IN

Parks Wealth Management LLC

Dylan Parks is the principal of Parks Wealth Management LLC in Lowell, Indiana. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm in 2025, he worked for five years at Revere Marketing and six years at Walgreens. Parks Wealth Management LLC provides discretionary asset management along with financial planning and consulting services. The firm uses a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers a broad menu of instruments such as options and derivatives.

Options & derivatives strategies
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Eudora A

Series 66

Crown Point, IN

AverTrust Wealth LLC

Eudora Adolph is a financial advisor with AverTrust Wealth LLC in Crown Point, IN, holding a Series 66 designation and 18 years of industry experience. She has been with AverTrust Wealth LLC since 2010. In addition to her advisory role, she is involved in the sale of various insurance products through multiple insurance companies. AverTrust Wealth LLC is a woman-owned independent investment adviser serving individuals, small businesses, trusts, and estates, with client focus areas including automotive and technical business owners, retirees, women, and medical professionals. The firm offers fee-based investment supervisory services and financial planning, typically managing accounts on a non-discretionary basis while incorporating technical, fundamental, and cyclical analysis in its investment process.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Doctor or Medical Professional Women Professionals
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Cynthia W

Series 63, Series 65

Crown Point, IN

Walsh Advisors

Cynthia Walsh is a financial advisor at Walsh Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Walsh Advisors since 1999, with additional roles at the University of Chicago and DePaul University. Walsh serves on the boards of the Crown Point Community Foundation, LendingOne, and Chimera Investment Corporation, a real estate investment trust. Walsh Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and employs a range of investment strategies including fundamental and technical analysis, options trading, and allocations to alternative investments.

Cash flow / budgeting College savings (529s, UTMA, etc.) Options & derivatives strategies
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Kevin G

Series 63, Series 65

St. John, IN

Griffin Financial Advisors, LLC

Kevin Griffin is a financial advisor with Griffin Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Griffin Financial Advisors since 2014 and has operated under the Griffin Wealth Management name since 2003. Outside of investment advisory services, he is involved in a non-variable insurance business offering fixed annuities, long-term care, and term life insurance. Griffin Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm employs a personalized, fiduciary approach that tailors asset allocation and investment selection using fundamental, technical, and cyclical analysis, sometimes utilizing outside specialty managers to implement specific strategies.

General retirement planning Tax strategies for small businesses Cash flow / budgeting Founder/Business Owner Executive
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