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William J Cardwell

BCGM WEALTH MANAGEMENT, LLC·LAFAYETTE, Indiana
Unclaimed Profile
672 MAIN STREET, LAFAYETTE, IN 47901CRD# 5602142Firm CRD# 306757
01

About

William J Cardwell is a registered financial advisor based in LAFAYETTE, Indiana, affiliated with BCGM WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BCGM WEALTH MANAGEMENT, LLC
GETTINGS REED FINANCIAL
AUM
$376M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BCGM WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5602142
Firm CRD# 306757
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other advisors in LAFAYETTE
William Paul Gettings — BCGM WEALTH MANAGEMENT, LLCScott Charles Busch — BCGM WEALTH MANAGEMENT, LLCPeter Kevin Johnson — CAPTIAL ADVISOR NETWORKJared Johnson Wickes — CAPTIAL ADVISOR NETWORKWilliam Paul Evans — CAPTIAL ADVISOR NETWORK
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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