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.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 4782220
Edward Jones
CRD# 6915898
Edward Jones
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 |
- IA
- OH
- TX
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Total Assets Under Management26,774MILLIONS
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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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