Financial ADVSR advisor directory · SEC adviser records
Cwm, LLC financial advisors in Cedar Rapids, IA
Every SEC-registered investment adviser representative at a Cwm, LLC office in Cedar Rapids, A to Z.
5 registered advisors work at Cwm, LLC in Cedar Rapids, out of 634 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Cwm, LLC advisors in Cedar Rapids, A to Z
Every Cwm, LLC advisor →- Kandace L. GordyInvestment adviser rep
- Alex J. JensenCertified Financial Planner
- Amber B. KoutnyInvestment adviser rep
- Wendy L. NemecekInvestment adviser rep
- Jamie L. YeisleyCertified Financial Planner
Cwm, LLC advisors in every city and state →Cwm, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Cwm, LLC advisors in other cities
Omaha, NE 265Scottsdale, AZ 13Baton Rouge, LA 10Amarillo, TX 9Palatine, IL 8Cincinnati, OH 7Yuma, AZ 7Southlake, TX 6Wichita, KS 6Austin, TX 5Green Bay, WI 5Hastings, NE 5Irvine, CA 5Lake Oswego, OR 5Lebanon, NH 5
Other firms in Cedar Rapids
All Cedar Rapids advisors →Bfc Planning, Inc. 126Nations Financial Group, Inc. 46LPL Financial LLC 33Transamerica Financial Advisors, LLC 26Edward Jones 20Wells Fargo Clearing Services, LLC 18Basepoint Wealth, LLC 12Cetera Investment Advisers LLC 12Robert W. Baird & Co. Incorporated 10Berthel, Fisher & Company Financial Services, Inc. 9Equitable Advisors, LLC 9Osaic Wealth, Inc. 9
Questions
How many financial advisors does Cwm, LLC have in Cedar Rapids?
5 investment adviser representatives are registered at Cwm, LLC offices in Cedar Rapids, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 634 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Cwm, LLC one of the largest advisor employers in Cedar Rapids?
Cwm, LLC ranks number 17 in Cedar Rapids by registered advisors; Bfc Planning, Inc. has the most, with 126.
How do I check a Cwm, LLC advisor in Cedar Rapids?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cwm, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.