Marcus Anthony Groeneveld
Investment adviser representative at Cwm, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cwm, LLCMar 2023 to now
- Cetera Wealth Services, LLCFeb 2023 to now
- Cwm, LLC dba Carson WealthJan 2023 to now
- Next Wealth Management, LLCJan 2023 to now
- Sagepoint Financial, Inc.Jul 2022 to Nov 2022
- UnemployedApr 2022 to Jul 2022
- Fisher InvestmentsSep 2021 to Mar 2022
- UnemployedApr 2021 to Aug 2021
- Ameriprise Financial Services, Inc.Sep 2011 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4079046
- Firm CRD
- 155344