Cwm, LLC

Investment Advisor
in Sioux Falls, SD

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About this Advisor

Dean Bertsch is a financial advisor working in Sioux Falls, South Dakota with a total of 5 years of industry experience. Bertsch is on the advisory team at Cwm, LLC. During their career, the advisor has held roles at Cetera Advisor Networks LLC, Lpl Financial LLC, Cetera Advisor Networks and Cwm, LLC. Bertsch has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in South Dakota and Texas. Cwm, LLC is a firm that has its headquarters in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 financial advisors. It administers $20 billion in total assets across its 96,956 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth clients who have greater than $1 million in investable assets. Cwm, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Cwm, LLC likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

612 E Tan Tara Cir #100
Sioux Falls, SD 57108

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Cwm, LLC Brokerage Details

Total Assets Under Management


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


SD Average: 226
Total Number of Accounts


SD Average: 7,467
Average Account Size


SD Average: $264,928

Investment Advisory Services

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

Dean Bertsch Work History

Dean has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cetera Advisor Networks

2018 - Present (6 years)

Cwm, LLC

2014 - 2018 (4 years)

Lpl Financial LLC

2013 - 2014 (1 year)

Cetera Advisor Networks LLC

*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.


Please visit the SEC profile of Dean Bertsch 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

Jason Juhl
Omaha, NE
Daniel Streetman
Omaha, NE
Randy Harrison
Omaha, NE
Derek Pesta
Omaha, NE
Jaymon Meikle
Omaha, NE
Clifford York
Vincennes, IN
Camille Koppenberg
Omaha, NE
Benjamin Rosholt
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

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

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