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William J Cardwell

BCGM WEALTH MANAGEMENT, LLC·LAFAYETTE, Indiana
SIE, Series 7, Series 53, Series 66CFPClean record17 years registeredBCGM WEALTH MANAGEMENT, LLC
672 MAIN STREET, LAFAYETTE, IN 47901CRD# 5602142Firm CRD# 306757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William J Cardwell · LAFAYETTE, IN
Registration
CRD #5602142 · BCGM WEALTH MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

GETTINGS BUSCH WEALTH MANAGEMENT
Jan 2020 – present
CREATIVE FINANCIAL DESIGNS, INC.
Jan 2009 – Dec 2019
Lafayette, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 53
Series 66
Registration record
First registered · January 6, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCGM WEALTH MANAGEMENT, LLC
CRD 306757 · SEC 801-117868
AUM
$376M
Regulatory assets under management
Employees
10
1,657 client accounts
Services offered by BCGM WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BCGM WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does William J Cardwell offer?
William J Cardwell specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, Indiana for a consultation.
What are William J Cardwell's credentials?
William J Cardwell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William J Cardwell located?
William J Cardwell is based in LAFAYETTE, Indiana, working with BCGM WEALTH MANAGEMENT, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does William J Cardwell charge for services?
William J Cardwell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCGM WEALTH MANAGEMENT, LLC?
BCGM WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $376M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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LAFAYETTE, IN
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