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CFP

Marcus Groeneveld

Cwm, LLC
16 Years of Experience
Lake Oswego, OR
Broker
View SEC Summary
View SEC Summary

Marcus Groeneveld is a CFP-designated registered investment advisor at Cwm, LLC, based in Lake Oswego, OR, with 16 years of industry experience. Marcus is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
663 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4949 Meadows Road, Suite 600, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Marcus works as a wealth advisor for CWM, DBA Carson Partners and CWM, LLC DBA Carson Wealth, spending full-time hours on paraplanning and wealth advice. He also serves as treasurer for FC77, Inc., a non-profit soccer club, dedicating minimal time to monitoring the club's checking account.

Employment History
Current Registrations
Cwm, LLC
March 2023 - Present · 3 yrs 7 mos
Cetera Wealth Services, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Sagepoint Financial, INC.
July 2022 - November 2022 · 4 mos
Sagepoint Financial, INC.Broker
July 2022 - November 2022 · 4 mos
Fisher Investments
September 2021 - March 2022 · 6 mos
Ameriprise Financial Services, LLCBroker
March 2017 - March 2021 · 4 yrs
Ameriprise Financial Services, INC.Broker
January 2012 - January 2017 · 5 yrs
Ifmg Securities, INC.
July 2002 - July 2002 · 0 mos
Ifmg Securities, INC.Broker
July 2001 - July 2002 · 1 yr
Morgan Stanley Dw INC.Broker
January 2000 - July 2001 · 1 yr 6 mos
State Registrations1 state
OR
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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