Kandace Gordy is a registered investment advisor at Cwm, LLC, based in Cedar Rapids, IA, with 24 years of industry experience. Kandace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
42 7th Ave SW, Ste 102, Cedar Rapids, IA, 52404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kandace works as a registered sales assistant for TN Weber Nieland, LLC, a financial services firm, dedicating full-time hours to this role. She also works as a notary public, spending a variable amount of time notarizing documents.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
Private Advisor Group, LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Edward JonesBroker
Robert W. Baird & CO. IncorporatedBroker
U.S. Bancorp Investments, INC.Broker
Cambridge Investment Research, INC.Broker
State Registrations2 states
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.