Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gertsema is a financial advisor with CWM, LLC, an investment advisory firm headquartered in Omaha, NE. Michael is registered in both Missouri and Texas and has been working in the financial services industry since 1991. Prior to joining CWM, LLC, Michael worked at Stiefel, Nicolaus & Company, Incorporated and Cetera Advisor Networks LLC. Michael offers a variety of financial planning and investment management services to individuals, corporations and pension and profit-sharing plans. He is also an insurance agent and sells life, annuities and long-term care insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
MO
10/25/2018 - Present
CWM, LLC (St. Joseph MO)
MO
10/24/2018 - 01/07/2020
CETERA ADVISOR NETWORKS LLC (ST JOSEPH MO)
MO
05/09/2012 - 11/01/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAINT JOSEPH MO)
MO
03/01/2002 - 05/11/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. JOSEPH MO)
NY
03/02/1998 - 03/13/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
04/04/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
06/21/1991 - 04/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/21/1991 - 04/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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