Walla Walla, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$45,775,094,711
ClientsTotal clients
52,263
AdvisorsAdvisors at this office
2
Of 647 advisors across 217 offices
Location
13 1/2 E. Main St. Ste 211
Walla Walla WA 99362
Advisors at this office
2
Advisors at this office
Shannon E
CFP®, Series 65
Walla Walla, WA
CWM, LLC
Shannon Ebding is a CFP® with seven years of industry experience, currently with CWM, LLC since 2023. Prior to joining CWM, Shannon worked at Buckley Investment Group for seven years and has experience in mortgage lending. Outside of financial advising, Shannon serves as an accountant for Nocking Point Winery, managing bookkeeping responsibilities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning and retirement-plan solutions.
John B
Series 63, Series 65
Walla Walla, WA
CWM, LLC
John Buckley is a financial advisor at CWM, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckley Investment Group, LLC for 23 years before joining CWM in 2023 and Carson Wealth in 2026. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and technology tools, while offering comprehensive retirement plan services and various investment platforms.
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