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Joseph Henry Verissimo

CWM ADVISORS, LLC·HOLLISTER, California
SIE, Series 7, Series 66Clean record18 years registeredCWM ADVISORS, LLC
650 SAN BENITO ST., HOLLISTER, CA 95023CRD# 5514835Firm CRD# 171988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Henry Verissimo · HOLLISTER, CA
Registration
CRD #5514835 · CWM ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE FINANCIAL DESIGNS, INC.
Nov 2022 – present
INSPIRE INVESTING, LLC
Aug 2015 – Mar 2023
MERIDIAN, ID
CREATIVE FINANCIAL DESIGNS, INC.
Jul 2015 – Dec 2016
HOLLISTER, CA
NEXT FINANCIAL GROUP, INC.
Feb 2012 – Jul 2015
HOLLISTER, CA
WELLS FARGO ADVISORS, LLC
May 2010 – Feb 2012
HOLLISTER, CA
WELLS FARGO INVESTMENTS, LLC
Jun 2008 – Apr 2010
SALINAS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 11, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INSPIRE INVESTING, LLC
CRD 171988 · SEC 801-108947
AUM
$2.6B
Regulatory assets under management
Employees
26
470 client accounts
Services offered by INSPIRE INVESTING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at INSPIRE INVESTING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Joseph Henry Verissimo offer?
Joseph Henry Verissimo specializes in Financial Planning, Investment Management. Contact their office in HOLLISTER, California for a consultation.
What are Joseph Henry Verissimo's credentials?
Joseph Henry Verissimo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Henry Verissimo located?
Joseph Henry Verissimo is based in HOLLISTER, California, working with CWM ADVISORS, LLC. Their office serves clients in the HOLLISTER metropolitan area and surrounding communities.
How does Joseph Henry Verissimo charge for services?
Joseph Henry Verissimo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWM ADVISORS, LLC?
CWM ADVISORS, LLC has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CWM ADVISORS, LLC

Michael Helmut Graef
HOLLISTER, CA
CFP
Roberto Andre Valderrama
HOLLISTER, CA

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