Ryan Ovenden is a CFP-designated registered investment advisor at Cwm, LLC, based in Sioux Falls, SD, with 17 years of industry experience. Ryan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Learn about disclosures →Other Business Activities
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.
Exams
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