linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marcus Anthony Groeneveld

CWM, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marcus? Claim Your Profile

About Marcus Anthony Groeneveld

Marcus Groeneveld is a wealth advisor with over 10 years of experience in the financial services industry. Marcus has worked with Ameriprise Financial Services, Inc. and SagePoint Financial, Inc. Currently, Marcus is affiliated with CWM, LLC, dba Carson Partners and provides portfolio management, financial planning, and estate planning services. Marcus is also a Certified Financial Planner.

Firm Information

Marcus Groeneveld 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Solicitor fees from other investment advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marcus Groeneveld’s Registration & Firm History

NE

03/01/2023 - Present

CWM, LLC (OMAHA NE)

OR

07/28/2022 - 11/30/2022

SAGEPOINT FINANCIAL, INC. (HILLSBORO OR)

OR

03/01/2017 - 03/31/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Portland OR)

OR

01/06/2012 - 01/17/2017

AMERIPRISE FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)

NY

07/26/2001 - 07/29/2002

IFMG SECURITIES, INC. (PURCHASE NY)

NY

01/05/2000 - 07/17/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Marcus Anthony Groeneveld is right for you?

Licenses & Designations

BOTH

Issued 01/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/28/2000

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcus Anthony Groeneveld.
Not sure if Marcus Anthony Groeneveld is right for you?