Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thaddeus? Claim Your ProfileThaddeus McVay is a wealth manager with over 5 years of experience in the financial services industry. He is currently registered with CWM, LLC, a SEC registered investment advisory firm that provides portfolio management, financial planning, estate planning, and additional advisory services. Thaddeus has also held previous positions with Northwestern Mutual Investment Services, LLC and Carson Partners. He is a Series 66, Series 7, Series 9, and Series 10 licensed professional with expertise in various investment strategies and financial planning. Thaddeus is committed to helping individuals and families achieve their financial goals.
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
IA
04/03/2023 - Present
CWM, LLC (Cedar Rapids IA)
IA
10/29/2014 - 03/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Cedar Rapids IA)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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