Samuel Vandeweerd

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 08/2022
  Raymond James Financial Services, Inc.
  Pella, IA
• 11/2015 → 08/2022
  Raymond James Financial Services Advisors Inc.
  Pella, IA
• 04/2013 → 05/2019
  Brokers Clearing House
  Pella, IA
• 04/2013 → 08/2022
  Marion County Bank
  Pella, IA
• 01/2012 → 08/2022
  Advocare
  Pella, IA
• 07/2014 → 08/2022
  Red Rock Properties
  Pella, IA
• 11/2015 → 08/2022
  Main Street Advisory Group
  Pella, IA
• 04/2013 → 08/2022
  Marion County Bank
  Pella, IA
• 08/2022 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2022 → Present
  Carson Wealth
  Pella, IA
• 06/2022 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2015-11-10 → 2022-09-12
  Raymond James Financial Services Advisors, Inc
  Pella, IA
• 2013-04-16 → 2015-11-09
  Investment Advisors Corp
  Pella, IA
• 2008-02-08 → 2013-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Des Moines, IA
  West Des Moines, IA
• 2006-09-28 → 2008-02-12
  U.S. Bancorp Investments, Inc.
  Mount Ayr, IA
  New Sharon, IA
  Chariton, IA
  Diagonal, IA
  Newton, IA
  Newton, IA
  Pella, IA
  Pella, IA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2004; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: CWM, LLC 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; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: RED ROCK PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: 1012 LAKEVIEW DRIVE, PELLA, IA 50219; NATURE OF BUSINESS: BUILDING OWNERSHIP AND LEASING; START DATE: 01/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NONE, SPOUSE DOES IT ALL; 4. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: ADVOCARE DISTRIBUTION; INVESTMENT RELATED: NO; ADDRESS: 1012 LAKEVIEW DRIVE, PELLA, IA 50219; NATURE OF BUSINESS: BUSINESS THAT SELLS SUPPLEMENTS; START DATE: 01/2013; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: SELL SUPPLEMENTS VIA THE WEBSITE; 6. NAME OF OTHER BUSINESS: BTS22, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PAYROLL PURPOSES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ENTITY USED FOR PAYROLL PURPOSES TO PAY EMPLOYEES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-27
• S63 Uniform Securities Agent State Law Examination
  2004-07-29

Other Names

• Sam Vandeweerd
• Samuel Vandeweerd
• Samuel Vande Weerd