William
Cardwell

Gettings Reed Financial

CRD#5602142
Investment Advisor
in Kokomo, IN

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About this Advisor

William Cardwell is a certified financial planner who works in Kokomo, Indiana with a total of 3 years of relevant experience. Cardwell currently works for Gettings Reed Financial. Throughout their career, Cardwell has worked at Cfd Investments, Inc, Creative Financial Designs and Bcgm Wealth Management, LLC. Cardwell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana and Texas. Gettings Reed Financial is a firm based out of Lafayette, IN. The investment advisory business has just five employees. It oversees $298 million in assets under management across its 2,085 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 2,085 client accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. Gettings Reed Financial has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types billed by Gettings Reed Financial can be comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2705 S Berkley Suite 1B
Kokomo, IN 46901

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Gettings Reed Financial Brokerage Details

Total Assets Under Management

$298,225,244

IN Average: $1,347,246,178
Total Number of Employees

5

IN Average: 46
Total Number of Accounts

2,085

IN Average: 1,775
Average Account Size

$143,034

IN Average: $759,012

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

William has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Bcgm Wealth Management, LLC

2008 - 2019 (11 years)

Cfd Investments, Inc

2008 - 2019 (11 years)

Creative Financial Designs

*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 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

Scott Busch
Lafayette, IN
Austin Crites
Lafayette, IN
William Cardwell
Kokomo, IN
James Macdonald
Lafayette, IN
William Gettings
Lafayette, IN

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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