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Michael Helmut Graef

CWM ADVISORS, LLC·HOLLISTER, California
SIE, Series 7, Series 63, Series 66CFPClean record19 years registeredCWM ADVISORS, LLC
650 SAN BENITO ST., HOLLISTER, CA 95023CRD# 5042851Firm CRD# 171988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Helmut Graef · HOLLISTER, CA
Registration
CRD #5042851 · CWM ADVISORS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

INSPIRE INVESTING, LLC
Aug 2015 – present
CREATIVE FINANCIAL DESIGNS, INC.
Jul 2015 – present
NEXT FINANCIAL GROUP, INC.
Feb 2012 – Jul 2015
SANTA CLARA, CA
STRATEGIC ADVISERS, INC.
Mar 2007 – Jan 2012
SUNNYVALE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · March 26, 2007
Years registered · 19
Professional designation · CFP
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 Michael Helmut Graef offer?
Michael Helmut Graef specializes in Financial Planning, Investment Management. Contact their office in HOLLISTER, California for a consultation.
What are Michael Helmut Graef's credentials?
Michael Helmut Graef holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Helmut Graef located?
Michael Helmut Graef is based in HOLLISTER, California, working with CWM ADVISORS, LLC. Their office serves clients in the HOLLISTER metropolitan area and surrounding communities.
How does Michael Helmut Graef charge for services?
Michael Helmut Graef'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

Roberto Andre Valderrama
HOLLISTER, CA
Joseph Henry Verissimo
HOLLISTER, CA

Browse by Specialty

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Research
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