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Andrew V
Series 66
Fargo, ND
CWM, LLC
Andrew Volk is an investment advisory representative at CWM, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Wealth Services and Premier Wealth Management Group. Outside of his financial advisory work, Volk coaches the high school boys and girls wrestling teams at Central Cass Public School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, and retirement-plan services, employing discretionary management through model portfolios overseen by an in-house Investment Committee.
Brennen B
CFP®, ChFC®, Series 66
Fargo, ND
CWM, LLC
Brennen Bergdahl is a financial advisor at CWM, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His work history includes roles at Premier Wealth Management Group, LPL Financial, and multiple banking institutions where he serves as a financial representative and insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach with a combination of fundamental and technical analysis and access to alternative investments.
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