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CFP
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CFP

Douglas Gjerde

Cwm, LLC
20 Years of Experience
Green Bay, WI
Sells Insurance
View SEC Summary
View SEC Summary

Douglas Gjerde is a CFP-designated registered investment advisor at Cwm, LLC, based in Green Bay, WI, with 20 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

2021 S Webster Ave, Green Bay, WI, 54301

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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 ActivitiesSells Insurance

Douglas is an investment advisory representative for CWM, LLC dba Carson Group Partners, providing advisory services to clients, dedicating about a quarter of his time. He also sells fixed insurance products and is the president of a service club, Packerland Sunrise Rotary Club, and owns Lumen Domum, LLC.

Employment History
Current Registrations
Cwm, LLC
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
November 2018 - November 2019 · 1 yr
Cambridge Investment Research Advisors, INC.
February 2009 - December 2018 · 9 yrs 10 mos
Cambridge Investment Research Advisors, INC.
January 2008 - October 2008 · 9 mos
Cambridge Investment Research, INC.Broker
December 2006 - December 2018 · 12 yrs
Sii Investments, INC.
October 2006 - December 2006 · 2 mos
Sii Investments, INC.Broker
August 2006 - December 2006 · 4 mos
State Registrations2 states
TXWI
Advisor

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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