DR
David Rosenow
Chief Compliance Officer, Member at Cwp Private Wealth Management
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Work Experience
Chief Compliance Officer, Member
Jan 2021 - Present · 4 years
Advisor
Feb 2018 - Aug 2020 · 2 years and 6 months
Horizon Consult
President | Vp Business Development
Feb 2016 - Feb 2018 · 2 years
Company Details
Located in West Bend, WI, CWP Private Wealth Management is an independent, fee-based Registered Investment Advisor (RIA). We are conversion specialists, helping Advisors convert their practice from commission to fee. CWP has over 100 years combined industry experience and a proven track record of working with Advisors to succeed under a fee-based structure. CWP is being offered to you as a Turnkey Asset Management Program (TAMP). We provide all your back office needs, systems, and account management capabilities to help you thrive under a fee-based structure. By having an experienced back office in place, you can focus on what matters most – servicing your clients!
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1755 W Paradise Dr West Bend, Wisconsin 53095, US
Keywords
Wealth ManagementRetirement PlanningAsset ManagementBusiness PlanningRegistered Investment AdvisorTradingEstate PlanningFee-Basewealth managementinvestment advisory
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