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Bruce E

Series 66, Series 65

Phoenix, AZ

Carson Wealth

Bruce Eisenhauer is a financial advisor with Carson Wealth in Phoenix, AZ, holding Series 66 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial, Cetera Wealth Services, Meikle Financial Group, and CWM, LLC. Outside of advisory roles, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while integrating custodial and technology relationships with Fidelity, Schwab, and Goldman Sachs.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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William M

CFP®, Series 63

Phoenix, AZ

Carson Wealth

William Meikle Jr. is a CFP®-designated financial advisor with 43 years of industry experience, currently affiliated with Carson Wealth in Phoenix, AZ. His prior experience includes roles at LPL Financial and Cetera Wealth Services, among others. Meikle also serves as a board member of FUEGO, a fundraising organization encouraging donations of money, time, and resources. CWM, LLC, where he is an investment advisory representative, is an SEC-registered investment adviser operating an enterprise platform with over $50 billion in assets under management across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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