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Kandace Lynette Gordy

CWM, LLC

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About Kandace Lynette Gordy

Kandace Lynette Gordy is a financial advisor with CWM, LLC. Kandace has over 20 years of experience in the financial services industry. Kandace has a wide range of experience in providing financial advice to individuals, families and businesses. Kandace is also a registered representative of LPL Financial LLC and has been with LPL since 2013. Kandace is dedicated to helping her clients achieve their financial goals.

Firm Information

Kandace Gordy is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Kandace Gordy’s Registration & Firm History

IA

04/03/2023 - Present

CWM, LLC (Cedar Rapids IA)

IA

10/16/2015 - 05/09/2018

LPL FINANCIAL LLC (CEDAR RAPIDS IA)

IA

03/01/2013 - 08/13/2015

LPL FINANCIAL LLC (CEDAR RAPIDS IA)

IA

08/01/2012 - 03/12/2013

ROBERT W. BAIRD & CO. INCORPORATED (CEDAR RAPIDS IA)

MO

06/18/2012 - 07/10/2012

EDWARD JONES (ST. LOUIS MO)

IA

07/16/2003 - 05/25/2012

ROBERT W. BAIRD & CO. INCORPORATED (CEDAR RAPIDS IA)

MN

04/29/2003 - 07/08/2003

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

IA

05/29/2001 - 03/17/2003

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

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Licenses & Designations

BOTH

Issued 09/28/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/08/2001

Series 4 - Registered Options Principal Examination

BC

Issued 06/30/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kandace Lynette Gordy.
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