LPL Financial
42yrs
Top advisor by experience in Hagerstown
6yrs
Shane Heizer
Financial advisor at CWM
Shane Heizer is a fiduciary financial advisor in Hagerstown, Maryland, with 6 years in the industry. Shane joined CWM in 2020, 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 81 advisors with offices in Hagerstown, and one of 79 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office19833 Leitersburg Pike Suite 1, Hagerstown, MD 21742
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowCWM, LLCCurrent firm
Contact Shane
(402) 330-0808Firm headquarters in Omaha, NE. Ask for Shane. 19833 Leitersburg Pike Suite 1Hagerstown, MD 21742Office · Get directions
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Questions to ask Shane
Tailored to Shane’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 Shane
How do I contact Shane?
Call CWM at (402) 330-0808 and ask for Shane Heizer. Shane works from the Hagerstown, MD office.
How long has Shane been a financial advisor?
Shane has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Shane hold?
Series 65. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shane paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Shane 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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