Douglas
Gjerde
Cwm, LLC
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About this Advisor
Douglas Gjerde is a financial advisor based in Green Bay, Wisconsin, working with Cwm, LLC. Douglas has previously held positions at Cwm, LLC Dba Carson Group Partners, Packerland Sunrise Rotary Club, Hanson Financial, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Lumen Domum, LLC, Heritage Financial Partners, LLC, and Cetera Advisor Networks. Douglas has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Douglas is part of Cwm, LLC, which operates out of Green Bay, Wisconsin. 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
Douglas Gjerde Work History
Cwm, LLC Dba Carson Group Partners
Packerland Sunrise Rotary Club
Lumen Domum, LLC
Cwm, LLC Dba Carson Group Partners
Cetera Advisor Networks
Heritage Financial Partners, LLC
Cambridge Investment Research Advisors, Inc
Hanson Financial
Cambridge Investment Research, Inc
Disclosures
Please visit the SEC profile of Douglas Gjerde 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
Omaha, NE
Arvada, CO
Omaha, NE
Omaha, NE
Vineland, NJ
Green Bay, WI
Hastings, NE
Pittsburgh, PA
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