Thomas Gerrit Latchford
Investment adviser representative at Cwm, LLC
14 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
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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
14 years in the industry.
- Cwm, LLCJun 2026 to now
- Cetera Wealth Services, LLCJun 2026 to now
- Cwm, LLC dba Carson Group HoldingsJun 2026 to now
- Cwm, LLC dba Carson PartnersJun 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Jun 2026
- Securities America AdvisorsFeb 2019 to Jun 2026
- Securities America, Inc.Dec 2016 to Jun 2026
- Film StreamsJul 2013 to Jul 2022
- Ems, IncNov 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6726562
- Firm CRD
- 155344