Cwm, LLC

Investment Advisor
in Grand Rapids, MI

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About this Advisor

Breanne Vugteveen is an advisor in Grand Rapids, Michigan. Currently a registered advisor with Cwm, LLC, Vugteveen has 10 years of professional experience. Vugteveen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Vugteveen is registered to advise investors based out of Michigan. Over the course of their career, they have held roles at Lpl Financial LLC, Cetera Advisor Networks, Crowned Free and Cwm, LLC. Cwm, LLC is located in Grand Rapids, Michigan, and has 123 other offices across the United States. In aggregate, Cwm, LLC manages $12 billion in assets throughout 58,973 client accounts and employs more than 424 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 58,932 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cwm, LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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

2050 Celadon Drive, Ste D
Grand Rapids, MI 49525

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Cwm, LLC Brokerage Details

Total Assets Under Management


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


MI Average: 226
Total Number of Accounts


MI Average: 7,467
Average Account Size


MI Average: $264,928

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Investment Advisory Services

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

Breanne Vugteveen Work History

Breanne has 10 years of experience.

2018 - Present (4 years)

Cetera Advisor Networks

2018 - Present (4 years)

Cwm, LLC

2017 - Present (5 years)

Crowned Free

2010 - 2018 (8 years)

Lpl Financial LLC


Breanne Vugteveen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Tammy Rasplicka
Omaha, NE
Breanne Vugteveen
Grand Rapids, MI
Aaron Schaben
Omaha, NE
Tyler Roach
Omaha, NE
Kristen Rainone
Kissimmee, FL
Shayla Kriha
Omaha, NE
Sonu Varghese
Omaha, NE
Robert Papa
Franklin Lakes, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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