Cody
Hildebrand

Cwm, LLC

CRD#6924285
Investment Advisor
in Quincy, IL

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About this Advisor

Cody Hildebrand is a financial advisor based in Quincy, Illinois, working with Cwm, LLC. Cody has previously held positions at Pruco Securities, LLC, Illinois College, Nichol's Park Pool, Quincy Country Club, Payson Seymour High School, Cwm, LLC Dba Carson Group Partners, and Cetera Advisor Networks LLC. Cody has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Missouri, and Texas. Currently, Cody is part of Cwm, LLC, which operates out of Quincy, Illinois. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

1890 Main Street
Quincy, IL 62301

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

IL Average: 226
Total Number of Accounts

110,327

IL Average: 7,467
Average Account Size

$242,682

IL Average: $264,928

Investment Advisory Services

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

Cody Hildebrand Work History

2018 - Present (6 years)

Cwm, LLC Dba Carson Group Partners

2018 - Present (6 years)

Cetera Advisor Networks LLC

2018 - 2018 (< 1 year)

Pruco Securities, LLC

2016 - 2018 (2 years)

Illinois College

2016 - 2016 (< 1 year)

Nichol'S Park Pool

2015 - 2016 (1 year)

Illinois College

2015 - 2015 (< 1 year)

Quincy Country Club

2008 - 2015 (7 years)

Payson Seymour High School

Disclosures

Please visit the SEC profile of Cody Hildebrand 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

Kevin Oleszewski
Vineland, NJ
J. Hunter Hart
Bethesda, MD
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Benjamin Bender
Littleton, CO
Jace Rees
Tyler, TX
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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