Nicholas
Gertsema
Cwm, LLC
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About this Advisor
Nicholas Gertsema is a financial advisor based in Saint Joseph, Missouri, working with Cwm, LLC. Nicholas has previously held positions at Stifel Nicolaus, Cwm, LLC, Gertsema Wealth Advisors, and Cetera Advisor Networks LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Nicholas is part of Cwm, LLC, which operates out of Saint Joseph, Missouri. 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
Nicholas Gertsema Work History
Cwm, LLC
Gertsema Wealth Advisors
Cetera Advisor Networks LLC
Stifel Nicolaus
Disclosures
Please visit the SEC profile of Nicholas 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
Littleton, CO
Augusta, GA
Omaha, NE
Omaha, NE
Omaha, NE
Georgetown, TX
Hastings, NE
Pittsburgh, PA
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