Thaddeus McVay (CRD# 6385234) is an Investment Advisor Representative working at Cwm, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Partners | Cedar Rapids, IA | Feb 2020 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Feb 2020 - Current | 4 |
| Tn Weber Nieland, Lc | Cedar Rapids, IA | Feb 2020 - Apr 2024 | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2016 - Feb 2020 | 3 |
| Chris Graw | Cedar Rapids, IA | Oct 2016 - Feb 2020 | 3 |
| Northwestern Mutual Investment Services LLC | Hiawatha, IA | Sep 2014 - Feb 2020 | 5 |
| T Scott Zach | Hiawatha, IA | Sep 2014 - Feb 2020 | 5 |
| Transamerica Retirement Solutions | Cedar Rapids, IA | Oct 2004 - Aug 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- IA
- NV
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Total Assets Under Management26,774MILLIONS
-
Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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