William Cardwell (CRD# 5602142) is an Investment Advisor Representative working at Gettings Reed Financial in Kokomo, IN and has over 15 years of experience in the finance industry. William Cardwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 3260878
Pnc Investments
CRD# 5295661
Creative Financial Designs, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcgm Wealth Management, LLC | Lafayette, IN | Jan 2020 - Current | 4 |
| Cfd Investments, Inc. | Kokomo, IN | Sep 2008 - Dec 2019 | 11 |
| Creative Financial Designs | Kokomo, IN | Jun 2008 - Dec 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- IN
- TX
-
Total Assets Under Management376MILLIONS
-
Total Number of Accounts1,657ACCOUNTS
-
Average Account Value$227,040
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, IN, MI, NE, OH, SC, TN, TX
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