CWM
37yrs
Top advisor by experience in Fort Atkinson
25yrs
Todd Wolff has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Fort Atkinson, Wisconsin. After two years at LPL Financial, Todd joined CWM in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 17 advisors with offices in Fort Atkinson, and one of 14 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 23% by experience in Fort Atkinson
Office37 Milwaukee Ave E, Fort Atkinson, WI 53538
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowCWM, LLCCurrent firm
- 2016 – 2018LPL Financial LLCPreviously
Contact Todd
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Todd. 37 Milwaukee Ave EFort Atkinson, WI 53538Office · Get directions
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call CWM at (402) 330-0808 and ask for Todd Wolff. Todd works from the Fort Atkinson, WI office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2002, about 25 years. Top 23% by experience in Fort Atkinson.
What licenses does Todd hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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