Ryan Richardson Ovenden

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

• 01/2012 → 02/2020
  Freedom Financial Counseling, Inc.
  Sioux Falls, SD
• 02/2020 → Present
  Cwm, Llc
  Omaha, NE
• 02/2020 → Present
  Pinnacle Wealth
  Sioux Falls, SD

Previous Registrations

• 2016-02-09 → 2020-02-13
  Freedom Financial Counseling, Inc.
  Hartford, SD
• 2012-02-21 → 2015-12-31
  Freedom Financial Counseling, Inc.
  Sioux Falls, SD
• 2010-01-05 → 2012-01-17
  Cambridge Investment Research Advisors, Inc.
  Sioux Falls, SD
• 2009-02-09 → 2009-12-02
  Oneamerica Securities, Inc.
  Sioux Falls, SD

Other Businesses

NAME OF BUSINESS: Camp Steward NATURE: Summer/Winter Camp START: 06/2021 POSITION: Director APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 50 DUTIES: Creating exercise programs for high school runners during the Summer and Winter

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-07
• S63 Uniform Securities Agent State Law Examination
  2007-10-06

Designations

• Certified Financial Planner