Micoli Donn Bates
Investment Adviser Representative at CWM, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Micoli Donn Bates is an investment adviser representative with CWM, LLC in Wichita, KS, where they have been registered since 2019. They have worked in the securities industry since 2011 and have been registered with 3 firms, including Waddell & REED and Waddell & REED, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Country ProcessingJun 2005 – May 2019Norwich, KS
- Waddell & REED IncJan 2016 – May 2019Wichita, KS
- Brent DOMEFeb 2017 – May 2019Wichita, KS
- USD 331 Enrichment FoundationJan 2017 – Apr 2018Kingman, KS
- Various Insurance Carriers FOR W & R Insurance AgenciesMar 2017 – May 2019Norwich, KS
- Karsten BONDMar 2019 – May 2019Wichita, KS
- CHAD PhippsMar 2019 – May 2019Wichita, KS
- Cetera Advisor NetworksMay 2019 – no end date reportedEl Segundo, CA
- CWM, LLCMay 2019 – no end date reportedWichita, KS
- Micoli BatesJun 2005 – no end date reportedNorwich, KS
- Driven Wealth StrategiesJun 2018 – no end date reportedWichita, KS
- DOME HoldingsMay 2019 – no end date reportedColwich, KS
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CWM, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 639
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Omaha, NE
- SEC file number:
- 801-72037
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at CWM, LLC
Showing 12 of 639 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Micoli Donn Bates has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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