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Jaime J Gerber

Advisor at CWM, LLC — Decatur, IN

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Decatur, IN 46733

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

647

Across 217 offices

Clients per advisor

81 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

Jaime Gerber is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Wealth Services, FM Investments, and Raymond James Financial Services, among other firms. Outside of advisory services, he is involved in the sale of fixed insurance products and provides customer service for auto and home insurance through Bixler Insurance. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions, offering portfolio management, financial planning, and retirement plan services. The firm employs a discretionary investment approach guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

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

Decatur, IN

1043 S, 13th Street

Decatur IN 46733

Advisors at this office

2

Most active in

Indiana

Work history

1 year of industry experience

Cetera Wealth Services, LLC

2026 - Present • 1 year

El Segundo, CA

Cwm, Llc Dba Carson Partners Crd # 155344

2026 - Present • 1 year

Geneva, IN

Bixler Insurance

2025 - Present • 1 year

Geneva, IN

FM Investments

2023 - 2024 • 1 year

Geneva, IN

Raymond James Financial Services, Inc.

2020 - 2024 • 4 years

Geneva, IN

Farmers & Merchants State Bank

2020 - 2024 • 4 years

Geneva, IN

F&M Bank

2020 - 2023 • 3 years

Geneva, IN

Adams County Financial Resources

2001 - 2020 • 19 years

Geneva, IN

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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Michael H

Series 63, Series 66

Decatur, IN

Midwest Capital Financial Advisors, LLC

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Jerry B

Series 65

Decatur, IN

Midwest Capital Financial Advisors, LLC

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Brad J

Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Brad Jeffrey is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at Lincoln Financial Group for 16 years before joining Thrivent Advisor Network in 2021. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing low-cost diversified mutual funds and ETFs alongside other investment options.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Joshua S

Series 66

Decatur, IN

OneAscent Financial Services LLC

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar

Kaden B

Series 65

Bluffton, IN

OneAscent Financial Services LLC

Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar

Davon B

Series 63, Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Davon Bultemeier is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Outside of advisory work, he serves on the Board of Directors for Concordia Lutheran High School, overseeing governance of its $26 million endowment. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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