Ryan Ovenden is a CFP-designated registered investment advisor at Cwm, LLC, based in Sioux Falls, SD, with 16 years of industry experience. Ryan 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
612 Tan Tara Circle, Suite 100, Sioux Falls, SD, 57108
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Regulatory History
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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Ryan is the director of Camp Steward, a summer/winter camp, since 2021. He spends a few hours per week on this, with 50% of the time occurring during trading hours, creating exercise programs for high school runners.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Freedom Financial Counseling, INC.
Freedom Financial Counseling, INC.
Cambridge Investment Research Advisors, INC.
Oneamerica Securities, INC.
State Registrations1 state
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.