Marcus Anthony Groeneveld

Current Employers

Employment History

• 09/2011 → 03/2021
  Ameriprise Financial Services, Inc.
  Lake Oswego, OR
• 09/2021 → 03/2022
  Fisher Investments
  Camas, WA
• 04/2021 → 08/2021
  Unemployed
  Lake Oswego, OR
• 04/2022 → 07/2022
  Unemployed
  Lake Oswego, OR
• 07/2022 → 11/2022
  Sagepoint Financial, Inc.
  Hillsboro, OR
• 01/2023 → Present
  Cwm, Dba Carson Partners - Crd # 155344
  Portland, OR
• 02/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2023 → Present
  Cwm, Llc Dba Carson Wealth
  Portland, OR
• 01/2023 → Present
  Next Wealth Management, Llc
  Portland, OR

Previous Registrations

• 2022-07-28 → 2022-11-30
  Osaic Services, Inc.
  Hillsboro, OR
• 2021-09-14 → 2022-03-24
  Fisher Investments
  Plano, TX
• 2002-07-10 → 2002-07-29
  Ifmg Securities, Inc.
  San Mateo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 1/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PARAPLANNING, WEALTH ADVICE; 2. NAME OF OTHER BUSINESS: FC77, INC. INVESTMENT RELATED: NO ADDRESS: 3890 SW 6TH STREET, GRESHAM, OR 97030 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 2/2020 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TREASURER FOR A NON-PROFIT SOCCER CLUB. DUTIES INCLUDED MONITORING THE INFLOW AND OUTFLOW OF THE CLUB CHECKING ACCOUNT; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH ADVICE START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: PARAPLANNER, WEALTH ADVISING; 4. NAME OF OTHER BUSINESS: NEXT WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA USED FOR PAYROLL PURPOSES POSITION/TITLE/RELATIONSHIP: PARAPLANNER/RELATIONSHIP MANAGER/WEALTH ADVISOR START DATE: 1/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: DBA FOR PAYROLL PURPOSES;

Exams

• S66 Uniform Combined State Law Examination
  2012-01-19

Designations

Other Names

• Marcus Andy Groeneveld
• Andy Groeneveld