Douglas
Gjerde
Cwm, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Douglas Gjerde is a certified financial planner based out of Green Bay, Wisconsin with 5 years of industry experience. Gjerde is an employee of Cwm, LLC. Throughout their career, Gjerde has worked 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. Gjerde maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Texas and Wisconsin. Cwm, LLC is a registered investment firm headquartered in Omaha, NE. The firm has offices in 165 locations and a total of 1,111 people on staff. It administers $20 billion in assets across its 96,956 client accounts, making it one of the biggest firms in the country 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 assets available to invest. Cwm, LLC provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically depend on the financial services. Fee types charged by Cwm, LLC most likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Douglas Gjerde Work History
Douglas has been registered as a financial advisor for 5 years.*
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
*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.
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
Sioux Falls, SD
Omaha, NE
Houston, TX
Omaha, NE
Vincennes, IN
Omaha, NE
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 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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
