Douglas M Gjerde
Investment adviser representative at Cwm, LLC
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- Cwm, LLCNov 2018 to now
- Heritage Financial Partners, LLCNov 2016 to now
- Cetera Advisor NetworksNov 2018 to Nov 2019
- Cambridge Investment Research Advisors, IncJan 2008 to Nov 2018
- Cambridge Investment Research, IncDec 2006 to Nov 2018
- Hanson FinancialJul 2006 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5198534
- Firm CRD
- 155344