Samuel Vandeweerd, financial advisor Pella IA

Samuel Vandeweerd

CRD Number: 4802837
Current Firm: Cwm, LLC

Samuel Vandeweerd (CRD# 4802837) is an Investment Advisor Representative working at Cwm, LLC in Pella, IA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Aug 2022 - Current 1
Cwm, Llc Dba Carson Wealth Pella, IA Jun 2022 - Current 1
Raymond James Financial Services, Inc. Pella, IA Nov 2015 - Aug 2022 6
Raymond James Financial Services Advisors Inc. Pella, IA Nov 2015 - Aug 2022 6
Main Street Advisory Group Pella, IA Nov 2015 - Aug 2022 6
Red Rock Properties Pella, IA Jul 2014 - Aug 2022 8
Marion County Bank Pella, IA Apr 2013 - Aug 2022 9
Marion County Bank Pella, IA Apr 2013 - Aug 2022 9
Advocare Pella, IA Jan 2012 - Aug 2022 10
Brokers Clearing House Pella, IA Apr 2013 - May 2019 6
Broker Dealer Financial Services West Des Moines, IA Apr 2013 - Nov 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Samuel Vandeweerd
Phone Number: 402-330-0808
Registered State(s):
  • IA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    26,774
    MILLIONS
  • Total Number of Accounts
    110,327
    ACCOUNTS
  • Average Account Value
    $242,682
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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