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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

ISAAC ALEXANDER BOLL

Advisor at CWM, LLC

OMAHA, NE | Gilbert, AZ

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Search this name across graphsid dfx:ria:7c5b9d3f-21c2-93f6-7ef9-aecb80256312

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 5, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CWM, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 18, 2020
First registration: May 5, 2020
Dual registered: yes, broker-dealer
Other names: ISAAC A BOLL|ISAAC Alexander BOLL|ISAAC BOLL
IAPD individual key: 6505200

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CWM, LLC	Bd affiliated wealth	Sep 16, 2024	n/a	yes	Gilbert, AZ\|OMAHA, NE	Current employment
HARBOUR INVESTMENTS, INC.	Independent wealth	Jun 16, 2023	Jul 10, 2024	no	SCOTTSDALE, AZ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 10, 2022	Apr 4, 2023	no	Scottsdale, AZ	Previous registration
FAS WEALTH PARTNERS, INC.	Independent wealth	May 5, 2020	May 5, 2022	no	LEAWOOD, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HARBOUR INVESTMENTS, INC.	CWM, LLC	Jul 10, 2024	Sep 16, 2024	68	Firm change	RIA to ibd
VANGUARD ADVISERS, INC.	HARBOUR INVESTMENTS, INC.	Apr 4, 2023	Jun 16, 2023	73	Firm change	Ibd to RIA
FAS WEALTH PARTNERS, INC.	VANGUARD ADVISERS, INC.	May 5, 2022	Jun 10, 2022	36	Firm change	RIA to ibd

Relationships

Registered with (4)

→ CWM, LLCRegistered adviserregistration: current employment
Sep 16, 2024 to presentfactForm ADV
→ HARBOUR INVESTMENTS, INC.Registered adviserregistration: previous registration
Jun 16, 2023 to Jul 10, 2024factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jun 10, 2022 to Apr 4, 2023factForm ADV
→ FAS WEALTH PARTNERS, INC.Registered adviserregistration: previous registration
May 5, 2020 to May 5, 2022factForm ADV

Dated events

Occurred
Jul 10, 2024
Advisor changed firm
Isaac Alexander Boll left Harbour Investments, Inc. for Cwm, Llc (registered 2024-09-16)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2023
Advisor changed firm
Isaac Alexander Boll left Vanguard Advisers, Inc. for Harbour Investments, Inc. (registered 2023-06-16)
Form ADVobserved 5 days ago
Occurred
May 5, 2022
Advisor changed firm
Isaac Alexander Boll left Fas Wealth Partners, Inc. for Vanguard Advisers, Inc. (registered 2022-06-10)
Form ADVobserved 5 days ago