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Scott R

CFA®, Series 63, Series 65

Seattle, WA

CWM, LLC

Scott Rhodes is a financial advisor with CWM, LLC in Seattle, WA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Northwest Capital Management and Kutscher Rhodes & Benner, Inc. Outside of his advisory work, Rhodes serves as Treasurer of the Quartermaster Yacht Club, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages portfolios using model strategies guided by an Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of financial planning and retirement services.

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