Michael
Gertsema
Cwm, LLC
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About this Advisor
Michael Gertsema is a financial advisor based in Saint Joseph, Missouri who has 5 years of relevant experience. Gertsema is an advisor for Cwm, LLC. Over the course of their career, Gertsema has held roles at Gertsema Wealth Advisors, Stifel, Nicolaus & Company, Inc, Cwm, LLC Dba Carson Group Partners and Cetera Advisor Networks. Gertsema has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Missouri and Texas. Cwm, LLC is an advisory firm headquartered in Omaha, NE. It has offices in 165 locations and a total of 1,111 employees. It handles $20 billion in total assets among its 96,956 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Cwm, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Michael Gertsema Work History
Michael has been registered as a financial advisor for 5 years.*
Gertsema Wealth Advisors
Cwm, LLC Dba Carson Group Partners
Cetera Advisor Networks
Stifel, Nicolaus & Company, Inc
*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 Michael Gertsema 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
Mooresville, NC
Sioux Falls, SD
Cedar Rapids, IA
Omaha, NE
Omaha, NE
Vincennes, IN
Omaha, NE
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.
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