Ryan
Ovenden
Cwm, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cwm, LLC Brokerage Details
$19,949,200,065
990
82,314
$242,355
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Answer a few questions to get a personalized match.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.
Cwm,LLC Dba Carson Group Partners
Freedom Financial Counseling, Inc
Disclosures
Ryan Ovenden has no disclosures.
Please visit their SEC profile for more details.
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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.
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