William
Norwood

Cwm, LLC

CRD#2707437
Investment Advisor
in Valparaiso, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Norwood is a certified financial planner who works in Valparaiso, Indiana. Norwood is an employee of Cwm, LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, Cetera Advisor Networks, Cwm, LLC Dba Carson Partners - Crd # 155344 and Kfa Partners, LLC Dba Carson Wealth. Norwood holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois, Indiana and Michigan. Cwm, LLC is a financial advisory firm based out of Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 people on staff. It handles $20 billion in assets under management across its 96,956 client accounts, making it one of the biggest firms in the country by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Cwm, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Cwm, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

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

570 Vale Park Road, Suite D
Valparaiso, IN 46385

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

IN Average: 226
Total Number of Accounts

96,956

IN Average: 7,467
Average Account Size

$205,697

IN Average: $264,928

Investment Advisory Services

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

William Norwood Work History

William has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cetera Advisor Networks

2023 - Present (1 year)

Cwm, LLC Dba Carson Partners - Crd # 155344

2023 - Present (1 year)

Kfa Partners, LLC Dba Carson Wealth

2012 - 2023 (11 years)

J.P. Morgan Securities LLC

*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 William Norwood 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

Timothy Avila
Yuma, AZ
Patrick Healy
Omaha, NE
Jaymon Meikle
Omaha, NE
Camille Koppenberg
Omaha, NE
Kandace Gordy
Cedar Rapids, IA
Clifford York
Vincennes, IN
Dean Bertsch
Sioux Falls, SD
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started