Thaddeus J Mcvay

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

• 09/2014 → 02/2020
  Northwestern Mutual Investment Services Llc
  Hiawatha, IA
• 09/2014 → 02/2020
  T Scott Zach
  Hiawatha, IA
• 10/2016 → 02/2020
  Chris Graw
  Cedar Rapids, IA
• 11/2016 → 02/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2020 → Present
  Cwm, Llc
  Omaha, NE
• 02/2020 → 05/2025
  Cetera Advisor Networks
  El Segundo, CA
• 02/2020 → 04/2024
  Tn Weber Nieland, Lc
  Cedar Rapids, IA
• 02/2020 → Present
  Carson Wealth
  Cedar Rapids, IA

Previous Registrations

• 2014-12-23 → 2020-03-05
  Northwestern Mutual Investment Services, Llc
  Cedar Rapids, IA

Exams

• S66 Uniform Combined State Law Examination
  2014-12-22

Other Names

• Thaddeus J Mcvay
• Thad Mcvay