Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
3 years
Location
Woodsfield, OH 43793
Carson Wealth
Enterprise
Ciara Stewart is a CFP® with three years of industry experience, currently affiliated with Carson Wealth. She has worked at several firms, including Commonwealth Financial Services, Heritage Financial and Investment Services, and Securities America. Outside of her advisory role, she serves as Vice President and Advisor for the Monroe County 4H Committee/Cross County Classics 4H Club. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios that combine fundamental and technical inputs.
Based on Carson Wealth
Based on Carson Wealth
Fixed fees for financial planning from $500 minimum up to $25,000 or more depending on complexity; flat annual investment management fees also available, billed quarterly in advance.
$0+: up to 2.50% $0+: up to 2.00% (Variable Sub-Account Management Services) $50,000+: additional fee charged by iCapital $50,000+: additional fee charged by Orion Custom Indexing $10,000+: 55ip without tax management services $50,000+: 55ip with tax management services
Investment advisor representatives may receive commissions as registered representatives for brokerage and insurance product sales, separate from advisory fees.
Hourly fee up to $500 per hour for financial planning services depending on complexity.
Fee-only: Hourly fees up to $500/hour; fixed fees from $500 up to $25,000 or more; True Wealth Plans fee 0.20% of assets with $3,500 minimum, discounted to 0.10% if assets transferred within 6 months.
Woodsfield, OH
166 S Main Street
Woodsfield OH 43793
Advisors at this office
2
Ohio
3 years of industry experience
Heritage Financial and Investment Services, LLC
2026 - Present • 1 year
Woodsfield, OH
CWM, LLC
2026 - Present • 1 year
Omaha, NE
Commonwealth Financial Services, LLC
2022 - 2026 • 4 years
Woodsfield, OH
Heritage Financial and Investment Services, LLC
2022 - 2026 • 4 years
Woodsfield, OH
Securities America, Inc
2022 - 2023 • 1 year
La Vista, NE
Monroe County Health Department
2021 - 2022 • 1 year
Woodsfield, OH
Unemployed
2021 - 2021 • 1 year
Woodsfield, OH
United States Census Bureau
2020 - 2020 • 1 year
New Philadelphia, PA
Stonehouse Veterinary Service
2019 - 2020 • 1 year
St. Clairsville, OH
Muskingum University
2015 - 2019 • 4 years
New Concord, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Paden City, WV
Hazlett, Burt & Watson, Inc.
Timothy Bidwell is a financial advisor with Hazlett, Burt & Watson, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Hazlett, Burt & Watson since 2000. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of asset classes.
CFP®, ChFC®, Series 66
Woodsfield, OH
Carson Wealth
Nikki Lude is a CFP®, ChFC®, and Series 66-registered advisor with over 21 years of industry experience. She currently works at CWM, LLC and has previously held roles at Commonwealth Financial Services, Arbor Point Advisors, Securities America, Heritage Financial & Investment Services, and LPL Financial. Outside of her advisory work, she serves on multiple community and scholarship boards in Monroe County and Columbus, and coaches elementary school volleyball. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services with an investment approach guided by an Investment Committee that uses both fundamental and technical analysis to construct model portfolios and provide customized solutions.
Series 63, Series 66
Clarington, OH
LPL Financial
Aaron Burga is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at WesBanco Securities Inc. from 2013 to 2019 before joining LPL Financial in 2019. Burga serves as the mayor of Wilson Township, Ohio, a position he has held since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with technology and research tools while overseeing substantial discretionary assets.
Series 63, Series 66
Clarington, OH
LPL Financial
Gary Williamson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Southeastern Ohio Credit Union, Wesbanco Securities Inc, and The Huntington Investment Company. His activities include operation of Home Loan Financial Services Inc. and involvement with several insurance-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.
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