Douglas Gjerde, financial advisor Green Bay WI

Douglas Gjerde

CRD Number: 5198534
Current Firm: Cwm, LLC

Douglas Gjerde (CRD# 5198534) is an Investment Advisor Representative working at Cwm, LLC in Green Bay, WI and has over 17 years of experience in the finance industry. Douglas Gjerde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cwm, Llc Dba Carson Group Partners Omaha, NE Nov 2018 - Current 5
Cetera Advisor Networks El Segundo, CA Nov 2018 - Current 5
Cwm, Llc Dba Carson Group Partners Green Bay, WI Sep 2018 - Current 5
Packerland Sunrise Rotary Club Green Bay, WI Jul 2018 - Current 5
Lumen Domum, LLC Green Bay, WI Jul 2018 - Current 5
Heritage Financial Partners, LLC Green Bay, WI Nov 2016 - Current 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2008 - Nov 2018 10
Cambridge Investment Research, Inc. Fairfield, IA Dec 2006 - Nov 2018 11
Hanson Financial Green Bay, WI Jul 2006 - Nov 2018 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Douglas M. Gjerde
Phone Number: 402-330-0808
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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