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William R Postma

CWM, LLC

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About William R Postma

William R. Postma is a financial advisor at CWM, LLC DBA Carson Partners in Omaha, Nebraska, where William has been working since May 2020. Prior to joining CWM, LLC DBA Carson Partners, William was employed at Edward Jones from March 2017 to May 2020, and at TD Ameritrade from June 2018 to May 2020. William is a registered representative with both FINRA and the state of Michigan. William holds the Series 7, Series 66, and SIE licenses. William is also an insurance agent and provides financial services for Kanai Wealth Management Group.

Firm Information

William Postma 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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William Postma’s Registration & Firm History

MI

05/18/2020 - Present

CWM, LLC (Grand Rapids MI)

MI

06/21/2018 - 05/19/2020

TD AMERITRADE, INC. (GRANDVILLE MI)

MI

04/10/2017 - 04/26/2018

EDWARD JONES (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 04/28/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William R Postma.
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