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Andrew Scott Volk

Cwm, LLC

Fargo, ND

Omaha, NE

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-01-08
  • ND RA
    APPROVED
    Since 2024-01-08

Branch Locations

3154 41 Street S, Ste. 4, Fargo, ND 58104 • United States

14600 Branch St., Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Casselton Parks & Recreation Casselton ND 05/2014 09/2022
Greenops Outdoor Services Fargo ND 05/2020 04/2023
Premier Wealth Management Group Fargo ND 12/2022 Present
Central Cass Public School Casselton ND 08/2005 06/2019
Mayville State University Mayville ND 08/2020 05/2021
North Dakota State University Fargo ND 05/2021 06/2022
Cetera Wealth Services, Llc El Segundo CA 08/2023 Present
Cetera Advisor Networks Llc El Segundo CA 01/2023 08/2023
  • 05/2014 → 09/2022
    Casselton Parks & Recreation
    Casselton, ND
  • 05/2020 → 04/2023
    Greenops Outdoor Services
    Fargo, ND
  • 12/2022 → Present
    Premier Wealth Management Group
    Fargo, ND
  • 08/2005 → 06/2019
    Central Cass Public School
    Casselton, ND
  • 08/2020 → 05/2021
    Mayville State University
    Mayville, ND
  • 05/2021 → 06/2022
    North Dakota State University
    Fargo, ND
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2023 → 08/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
Other Businesses

1. NAME OF OTHER BUSINESS: CENTRAL CASS PUBLIC SCHOOL INVESTMENT RELATED: NO ADDRESS: 802 5TH ST N, CASSELTON, NORTH DAKOTA, 58012 NATURE OF BUSINESS: WRESTLING COACH FOR THE HIGH SCHOOL TEAM POSITION/TITLE/RELATIONSHIP: WRESTLING COACH START DATE: 11/2022 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COACH THE HIGH SCHOOL BOYS AND GIRLS WRESTLING TEAM; 2. NAME OF OTHER BUSINESS: PREMIER WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: RELATIONSHIP MANAGER START DATE: 12/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: SUPPORT REPS AND CLIENT OPERATIONALLY WHEN NEEDED; 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD# 155344; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 1/2024; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-07
  • S66 Uniform Combined State Law Examination
    2023-12-07
Other Names
  • Andrew Volk

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