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 65
Experience Industry experience
6 years
Location
Hagerstown, MD 21742
CWM, LLC
Enterprise
Shane Heizer is a financial advisor with CWM, LLC holding a Series 65 designation and six years of industry experience. He has worked at Carson Wealth since 2020 and previously at Middletown Valley Bank from 2018 to 2020. He serves as a board member for the United Way of Washington County, MD. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.
Based on CWM, LLC
Based on CWM, LLC
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)
$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)
up to $500 per hour for financial planning services
Hagerstown, MD
19833 Leitersburg Pike, Suite 1
Hagerstown MD 21742
Advisors at this office
8
Maryland
6 years of industry experience
Carson Wealth
2020 - Present • 6 years
Hagerstown, MD
CWM, LLC
2020 - Present • 6 years
Omaha, NE
Middletown Valley Bank
2018 - 2020 • 2 years
Hagerstown, MD
Loyola University Maryland (STUDENT)
2013 - 2018 • 5 years
Baltimore, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Greencastle, PA
Cumberland Valley Financial Services Inc.
Fred Young is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Cumberland Valley Financial Services Inc. in Greencastle, PA, where he has worked since 1992. He holds a Series 65 license and provides financial advisory services through an independent, state-registered firm. Cumberland Valley Financial Services Inc. offers ongoing portfolio management and comprehensive financial advice to individuals, pensions, profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm implements diversified investment allocations primarily using no-load mutual funds and ETFs, managing a significant portion of assets on a discretionary basis under tailored investment policies.
CFP®, Series 63, Series 65
Hagerstown, MD
Plan2Retire
Jeffrey Bowers is a CFP® with 25 years of industry experience, currently serving as the sole advisor at Plan2Retire in Hagerstown, MD. He has worked at Bowers Advisory Group, LLC since 2008 and co-owns Donald C. Bowers Insurance, Inc., a non-investment-related business. Plan2Retire is an independent, fee-based advisory firm that serves individual households and employer retirement plans with discretionary portfolio management, financial planning, and qualified plan consulting. The firm employs individualized investment policy statements and a combination of fundamental, technical, and cyclical analysis, and offers comprehensive financial consulting, participant education, and public seminars.
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Keith Bryan is a financial advisor at Bryan Investments, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Bryan Investments since 2011. Bryan Investments serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. The firm employs both fundamental and technical analysis, generally favoring long-term purchase strategies while using short-term trading in limited cases, and operates with a flat annual management fee without charging percentage-of-assets fees or accepting commissions.
Series 63, Series 65
Sabillasville, MD
Bryan Investments, LLC
Catherine Bryan is a financial advisor at Bryan Investments, LLC with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Bryan Investments since 2011. The firm serves individual clients, pension and profit-sharing plans, and small businesses by providing non-discretionary portfolio management and investment recommendations. Bryan Investments uses fundamental and technical analysis, generally favoring long-term purchase strategies, and employs a flat annual management fee structure without charging percentage-of-assets fees or accepting commissions.
Series 66
Ashton, MD
Onyx Bridge Wealth Group LLC
Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.
Series 63, Series 65, Series 66
Hagerstown, MD
Legacy Investment Strategies, LLC
David Collins is a financial advisor with Legacy Investment Strategies, LLC, holding Series 63, 65, and 66 designations and over 32 years of industry experience. His career includes roles at Stratos Wealth Partners, LPL Financial, Crown Capital Securities, and Wilbanks Securities. Outside of financial services, he works as a fitness instructor. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm’s team manages approximately $111 million in client assets, offering discretionary asset management and financial planning with portfolios tailored to client goals, risk tolerances, and time horizons.
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