Marquette, MI Office
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Carson Wealth
Enterprise
Firm-wide stats for Carson Wealth
About
CWM, LLC is an SEC‑registered investment adviser operating an enterprise platform that oversees roughly $50.6 billion through a network of partner offices and more than 650 advisors. The firm provides a range of services including discretionary asset management, financial planning, variable sub‑account management for annuities, sub‑advisory relationships, and retirement plan services (including 3(38) investment management via a Vestwell partnership).
The firm’s investment work is driven by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs, and it offers tailored solutions such as Orion Custom Indexing, access to iCapital alternative investments, and third‑party sub‑advisors. CWM delivers ongoing portfolio oversight, IPS‑driven selection and monitoring, and integrates custodial and technology relationships (Fidelity, Schwab, Goldman Sachs) to support execution, reporting, and fee billing.
Compared with many large peers, the brochure discloses marketing of predecessor performance, an activity that is relatively uncommon among enterprise advisors of this size, and it highlights extensive platform and commercial arrangements (revenue sharing with Flourish Cash, parent‑company investments in document providers, a Premier Partner investment universe and lead‑generation program) that shape how services are delivered. The firm emphasizes corporate, institutional and high‑net‑worth business lines and describes its retirement fiduciary capabilities prominently while the brochure does not emphasize services targeted specifically to charitable organizations.
Based on Carson Wealth
Expertise
Based on Carson Wealth
Location
989 W. Washington Street, Ste. 101
Marquette MI 49855
Advisors at this office
3
Advisors at this office
Haley W
CFP®, Series 65
Marquette, MI
Carson Wealth
Haley Wainio is a CFP® professional with four years of experience in financial advising. She is currently with Carson Wealth and CWM, LLC, having previously worked at ERTS Wealth Advisors and several banking institutions. CWM, LLC operates an enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and tailored investment solutions supported by a dedicated Investment Committee and partnerships with leading custodians and technology providers.
Jason R
Series 63, Series 65
Marquette, MI
Carson Wealth
Jason Rolling is a financial advisor at Carson Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at ERTS Wealth Advisors, SagePoint Financial, and MBANK. Outside of his advisory role, he serves on the board of the Noquemanon Trail Network, a nonprofit organization. CWM, LLC operates as an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored investment solutions and ongoing portfolio oversight.
Jon M
CFP®, Series 63, Series 65
Marquette, MI
Carson Wealth
Jon Mommaerts is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at Carson Wealth and its affiliate CWM, LLC since 2025. His prior experience includes roles at ERTS Wealth Advisors, SagePoint Financial, and American General, spanning over two decades. Outside of advisory work, he is involved in bottled water distribution and production businesses, serving as executive chairman and board member for companies in that industry. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to manage model portfolios and provide tailored investment solutions.
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