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Grace Christine Ann Ferris

Advisor at CWM, LLC — Nevada, MO

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Nevada, MO 64772

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

658

Across 222 offices

Clients per advisor

79 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Grace Ferris is a financial advisor at CWM, LLC and holds a Series 65 designation. She began her career in the industry in 2022 at Carson Wealth Nevada MO and joined CWM, LLC in 2025. Prior to her advisory roles, she worked at Nevada Insurance Agency and Great Southern Bank, and she has completed multiple years of study before entering the financial sector. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, with a particular emphasis on retirement plan and institutional services.

Client services

Based on CWM, LLC

Financial planning Portfolio management Selection of other advisers
Sub-advisory services for other investment advisory firms

Expertise

Based on CWM, LLC

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on CWM, LLC

Founder/Business Owner Executive

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Fee options

Fixed

fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)

Percentage

$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)

Project-based

up to $500 per hour for financial planning services

Location

See office

Nevada, MO

225 W Austin Boulevard

Nevada MO 64772

Advisors at this office

2

Most active in

Missouri

Work history

< 1 year of industry experience

Carson Wealth

2025 - Present • 1 year

Nevada, MO

CWM, LLC

2025 - Present • 1 year

Omaha, NE

Unemployed

2025 - 2025 • 1 year

Nevada, MO

Carson Wealth Nevada MO

2022 - 2024 • 2 years

Nevada, MO

Nevada Insurance Agency

2021 - 2022 • 1 year

Nevada, MO

Great Southern Bank

2020 - 2020 • 1 year

Nevada, MO

Student

2018 - 2021 • 3 years

Pittsburg, KS

Student

2015 - 2018 • 3 years

Nevada, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ross L

Series 63, Series 66

Nevada, MO

CWM, LLC

Ross Lawrence is a financial advisor with CWM, LLC in Nevada, Missouri, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at firms including LPL Financial and has been associated with CWM, LLC since 2017. Outside of his advisory role, he serves as membership chair for Rotary International and is involved with local nonprofit organizations such as United Way of Vernon County and the Nevada/Vernon County Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Claire H

Series 66

Nevada, MO

Edward Jones

Claire Hooe is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Active portfolio management General retirement planning Liquidity event planning Retired Founder/Business Owner Executive
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Julie W

Series 66

Nevada, MO

Edward Jones

Julie Woods is a financial advisor at Edward Jones with the Series 66 designation. She has been with Edward Jones since 2009, totaling 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kyle H

ChFC®, Series 66

Nevada, MO

Edward Jones

Kyle Hooe is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and previously held positions at Nevada Insurance Agency, Cash's Quality Electric, and Air Methods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Myles M

Series 63, Series 66

Nevada, MO

Edward Jones

Myles Miller is a financial advisor with Edward Jones in Nevada, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
user avatar

Brendon S

Series 66

Nevada, MO

Edward Jones

Brendon Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked for 18 years with the Nevada R-5 School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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