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.

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

Jan 19, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 19, 1993

First registration

Dec 5, 2008

Dual registered

no

Other names

RON VASURKSUM|RONALD JAY VANSURKUM

IAPD individual key

2304890

• Occurred

  Jul 5, 2023
  Advisor changed firm

  Ronald Jay Vansurksum left Aam Fee-Only Financial Planning And Investment Advisory, Llc for Cwm, Llc (registered 2023-03-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd536eda-843b-c952-2ee5-4cb68c1a78aa

First observed

Dec 5, 2008

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.