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Connor B
Series 65
Valparaiso, IN
CWM, LLC
Connor Butler is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Carson Wealth and Atlas Copco. Connor studied at Wofford College from 2013 to 2017. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary model portfolios combined with fundamental and technical analysis and ongoing fiduciary oversight.
Mark A
CFP®, Series 63, Series 66
Valparaiso, IN
CWM, LLC
Mark Anleitner is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC. He has worked at firms including J.P. Morgan Securities and Cetera Advisor Networks LLC. Outside of financial advising, he is involved in real estate development as a general contractor through Beyond Design LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of portfolio management and retirement-plan services.
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