Ryan
Ovenden

Cwm, LLC

CRD#5384471
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Ryan Ovenden is a financial advisor working in Sioux Falls, South Dakota, who has been in the industry for 10 years. Ovenden currently works for Cwm, LLC. The advisor has gained experience at Freedom Financial Counseling, Inc and Cwm, LLC Dba Carson Group Partners. Ovenden has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Dakota. Cwm, LLC is a firm that has its headquarters in Sioux Falls, South Dakota. The firm has offices in 165 locations and a total of 990 financial advisors. It controls $20 billion in assets under management among its 82,314 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 82,314 client accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Cwm, LLC likely are comprised of some blend of 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

Disclosures

No

Office Location

612 Tan Tara Circle Suite 100
Sioux Falls, SD 57108

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,949,200,065

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

990

SD Average: 226
Total Number of Accounts

82,314

SD Average: 7,467
Average Account Size

$242,355

SD 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

Ryan Ovenden Work History

Ryan has 10 years of experience.

2020 - Present (2 years)

Cwm,LLC Dba Carson Group Partners

2012 - 2020 (8 years)

Freedom Financial Counseling, Inc

Disclosures

Ryan Ovenden has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Jackson Dewbre
Yuma, AZ
J Cameron Zabko
Omaha, NE
Robert Vettorel
Washington, PA
Randy Harrison
Omaha, NE
Randall Loemker
Omaha, NE
Patrick Sittner
Omaha, NE
Russell Nieland
Omaha, NE
Dustin Ford
Omaha, NE

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. 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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