Thaddeus
Mcvay
Cwm, LLC
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About this Advisor
Thaddeus Mcvay is a financial advisor based in Cedar Rapids, Iowa, working with Cwm, LLC. Thaddeus has previously held positions at Transamerica Retirement Solutions, Northwestern Mutual Investment Services LLC, T Scott Zach, Chris Graw, Northwestern Mutual Wealth Management Company, Cwm, LLC Dba Carson Partners, Cetera Advisor Networks, and Tn Weber Nieland, Lc. Thaddeus has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Nevada. Currently, Thaddeus is part of Cwm, LLC, which operates out of Cedar Rapids, Iowa. 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
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Thaddeus Mcvay Work History
Cwm, LLC Dba Carson Partners
Cetera Advisor Networks
Tn Weber Nieland, Lc
Chris Graw
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
T Scott Zach
Transamerica Retirement Solutions
Disclosures
Please visit the SEC profile of Thaddeus Mcvay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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