Steven
Anderson

Cwm, LLC

CRD#5118476
Investment Advisor
in Sacramento, CA

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About this Advisor

Steven Anderson is a certified financial planner operating in Sacramento, California with a total of 4 years of relevant experience. Anderson is an employee of Cwm, LLC. Over the course of their career, Anderson has held roles at Navigator Financial Advisors and Cwm, LLC Dba Carson Group. Anderson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Cwm, LLC is a firm headquartered in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 employees. It manages $20 billion in assets among its 96,956 client accounts, making it one of the largest firms in the United States by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. The business has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice typically are based on the type of services. Fees billed by Cwm, LLC likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

400 Capitol Mall Suite 900
Sacramento, CA 95814

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

CA Average: $1,978,216,465
Total Number of Employees

1,111

CA Average: 226
Total Number of Accounts

96,956

CA Average: 7,467
Average Account Size

$205,697

CA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Steven Anderson Work History

Steven has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cwm, LLC Dba Carson Group

2009 - Present (15 years)

Navigator Financial Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cwm, LLC

Jason Juhl
Omaha, NE
Tricia De Haan
Omaha, NE
Derek Pesta
Omaha, NE
Dean Bertsch
Sioux Falls, SD
Jaymon Meikle
Omaha, NE
Clifford York
Vincennes, IN
Daniel Streetman
Omaha, NE
Benjamin Rosholt
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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