Cedar Rapids, IA 7th Ave SW Office
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Carson Wealth
Enterprise
Firm-wide stats for Carson Wealth
About
CWM, LLC is an SEC‑registered investment adviser operating an enterprise platform that oversees roughly $50.6 billion through a network of partner offices and more than 650 advisors. The firm provides a range of services including discretionary asset management, financial planning, variable sub‑account management for annuities, sub‑advisory relationships, and retirement plan services (including 3(38) investment management via a Vestwell partnership).
The firm’s investment work is driven by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs, and it offers tailored solutions such as Orion Custom Indexing, access to iCapital alternative investments, and third‑party sub‑advisors. CWM delivers ongoing portfolio oversight, IPS‑driven selection and monitoring, and integrates custodial and technology relationships (Fidelity, Schwab, Goldman Sachs) to support execution, reporting, and fee billing.
Compared with many large peers, the brochure discloses marketing of predecessor performance, an activity that is relatively uncommon among enterprise advisors of this size, and it highlights extensive platform and commercial arrangements (revenue sharing with Flourish Cash, parent‑company investments in document providers, a Premier Partner investment universe and lead‑generation program) that shape how services are delivered. The firm emphasizes corporate, institutional and high‑net‑worth business lines and describes its retirement fiduciary capabilities prominently while the brochure does not emphasize services targeted specifically to charitable organizations.
Based on Carson Wealth
Expertise
Based on Carson Wealth
Location
42 7th Ave SW, Ste 102
Cedar Rapids IA 52404
Advisors at this office
3
Advisors at this office
Thaddeus M
Series 66
Cedar Rapids, IA
Carson Wealth
Thaddeus Mcvay is a financial advisor with Carson Wealth based in Cedar Rapids, IA. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Cetera Advisor Networks. Carson Wealth operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion in assets. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services guided by an Investment Committee that employs both fundamental and technical approaches.
Wendy N
Series 63, Series 66
Cedar Rapids, IA
Carson Wealth
Wendy Nemecek is a financial advisor with Carson Wealth in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has worked at firms including LPL Financial, Private Advisor Group, and Cetera Advisor Networks. Outside of her advisory role, she maintains a notary service and owns a small office cleaning business. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to develop and oversee model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.
Kandace G
Series 63, Series 66
Cedar Rapids, IA
Carson Wealth
Kandace Gordy is a financial advisor with Carson Wealth in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Private Advisor Group, LPL Financial, and Robert Baird & Co. From 2021 to 2023, she worked as a health coach with Optavia. She is also a commissioned notary public. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, employing a model portfolio approach overseen by an Investment Committee.
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