Chad
Focht

Cwm, LLC

CRD#4414395
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Chad Focht is a financial advisor based in Sioux Falls, South Dakota, working with Cwm, LLC. Chad has previously held positions at Lpl Financial, Cwm, LLC, and Cetera Advisor Networks. Chad has passed the Series 66 regulatory exam and is registered to provide services in South Dakota. Currently, Chad is part of Cwm, LLC, which operates out of Sioux Falls, South Dakota. 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

Series 66

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

$26,774,389,503

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

1,111

SD Average: 226
Total Number of Accounts

110,327

SD Average: 7,467
Average Account Size

$242,682

SD Average: $264,928

Investment Advisory Services

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

Chad Focht Work History

2018 - Present (6 years)

Cwm, LLC

2018 - Present (6 years)

Cetera Advisor Networks

2013 - 2018 (5 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Chad Focht 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

James Kampetis
Omaha, NE
James Clements
Omaha, NE
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Michael Valenti
Omaha, NE
Patrick Bevan
Omaha, NE
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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