Samuel Vandeweerd
Advisor at CWM, LLC — Pella, IA
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.
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
Series 63, Series 65
Experience Industry experience
22 years
Location
Pella, IA 50219
CWM, LLC
Enterprise
Samuel Vandeweerd is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Carson Wealth, Main Street Advisory Group, Raymond James Financial Services, and Marion County Bank. Outside of advisory work, he owns a business that sells supplements online. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.
Based on CWM, LLC
Based on CWM, LLC
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)
$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)
up to $500 per hour for financial planning services
Pella, IA
702 Washington Street
Pella IA 50219
Advisors at this office
3
Iowa · Ohio · Texas
22 years of industry experience
Cetera Wealth Services, LLC
2022 - 2025 • 3 years
El Segundo, CA
CWM, LLC
2022 - Present • 4 years
Omaha, NE
Carson Wealth
2022 - Present • 4 years
Pella, IA
Main Street Advisory Group
2015 - 2022 • 7 years
Pella, IA
Raymond James Financial Services Advisors Inc.
2015 - 2022 • 7 years
Pella, IA
Raymond James Financial Services, Inc.
2015 - 2022 • 7 years
Pella, IA
Red Rock Properties
2014 - 2022 • 8 years
Pella, IA
Marion County Bank
2013 - 2022 • 9 years
Pella, IA
Marion County Bank
2013 - 2022 • 9 years
Pella, IA
Brokers Clearing House
2013 - 2019 • 6 years
Pella, IA
Advocare
2012 - 2022 • 10 years
Pella, IA
Merrill
2008 - 2013 • 5 years
IA
U.S. Bancorp Investments, Inc.
2006 - 2008 • 2 years
IA
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)