Nicholas
Gertsema

Cwm, LLC

CRD#6188465
Investment Advisor
in Saint Joseph, MO

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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

Series 66

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

2425 N Woodbine Road, Suite B and E
Saint Joseph, MO 64506

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

MO Average: 226
Total Number of Accounts

110,327

MO Average: 7,467
Average Account Size

$242,682

MO Average: $264,928

Investment Advisory Services

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

Nicholas Gertsema Work History

2018 - Present (6 years)

Cwm, LLC

2018 - Present (6 years)

Gertsema Wealth Advisors

2018 - Present (6 years)

Cetera Advisor Networks LLC

2013 - 2018 (5 years)

Stifel Nicolaus

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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

James Kampetis
Omaha, NE
Isaiah Jones
Omaha, NE
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Kristen Rainone
Omaha, NE
Valen Permann
Kennewick, WA
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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