William
Cardwell
Gettings Reed Financial
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About this Advisor
William Cardwell is a financial advisor based in Kokomo, Indiana, working with Gettings Reed Financial. William has previously held positions at Cfd Investments, Inc, Creative Financial Designs, and Bcgm Wealth Management, LLC. William has passed the Series 66 regulatory exam and is registered to provide services in Indiana and Texas. Currently, William is part of Gettings Reed Financial, which operates out of Kokomo, Indiana. The firm has 1 office and 10 employees. The firm manages assets totaling $376.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gettings Reed Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gettings Reed Financial Brokerage Details
$376,205,837
10
1,657
$227,040
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
William Cardwell Work History
Bcgm Wealth Management, LLC
Cfd Investments, Inc
Creative Financial Designs
Disclosures
Please visit the SEC profile of William Cardwell 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 Gettings Reed Financial
Lafayette, IN
Kokomo, IN
Lafayette, IN
Kokomo, IN
Lafayette, IN
Lafayette, IN
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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