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Samuel Vandeweerd

Advisor at CWM, LLC — Pella, IA

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Pella, IA 50219

CWM, LLC logo

CWM, LLC

Enterprise

Total advisors

657

Across 225 offices

Clients per advisor

80 High

Avg AUM per client

$875,860 High

HNW client ratio

14% Typical

About

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.

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

Pella, IA

702 Washington Street

Pella IA 50219

Advisors at this office

3

Most active in

Iowa · Ohio · Texas

Work history

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

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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John S

Series 65

Pella, IA

Bellingham Capital

John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Retirement income strategy Debt management Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
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Devin R

CFP®, Series 63, Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Founder/Business Owner Retired
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Connie M

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Connie Mc Cleary Geiger is a Series 65-licensed financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. Her prior roles include positions at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies supervised by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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Jacob O

Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Jacob Olson is a financial advisor at Intellicents Investment Solutions Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, Olson conducts market research surveys through Helical Research on a limited basis. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering services such as ERISA plan consulting, wealth management, and a wrap fee program. Investment oversight is managed by a CFA Chief Investment Officer who employs long-term, buy-and-hold strategies with periodic rebalancing and diversified use of mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
user avatar

Lindsay S

CFP®, Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Lindsay Stout is a CFP® with eight years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at multiple firms including Securities America, Inc., Movement Mortgage, and Community 1st Credit Union. Outside of her advisory role, she co-owns and operates a clothing boutique called The Funky Zebras in Pella, IA. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services such as ERISA retirement plan consulting and individual wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across a multi-office platform.

Founder/Business Owner Retired
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Megan H

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Megan Holland is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Pigott for eleven years. Outside of her advisory role, she is the owner of B&M Holland, LLC, an unused business venture, and is a licensed insurance agent offering life, health, and disability insurance in Iowa. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services such as retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with quarterly monitoring led by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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