Wells Fargo Advisors
41yrs
Top advisor by experience in Yuma
19yrs
Adrian Elder
Financial advisor at CWM
Adrian Elder is a fiduciary financial advisor in Yuma, Arizona, with 19 years in the industry. After two years at Private Advisor Group and seven years at LPL Financial, Adrian joined CWM in 2019, a firm offering financial planning, investment management, and selecting outside investment managers. Adrian holds the CFP® designation.
One of 42 advisors with offices in Yuma, and one of 41 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors in Yuma
Office11375 S Fortuna Road, Suite. F, Yuma, AZ 85367
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowCWM, LLCCurrent firm
- Jan 2018 – Nov 2019Private Advisor Group, LLCPreviously
- 2011 – 2018LPL Financial LLCPreviously
Contact Adrian
11375 S Fortuna Road, Suite. FYuma, AZ 85367Office · Get directions Firm main line(402) 330-0808Headquarters: CWM · Omaha, NE
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Questions to ask Adrian
Tailored to Adrian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Adrian
How do I contact Adrian?
Call CWM at (402) 330-0808 and ask for Adrian Elder. Adrian works from the Yuma, AZ office.
How long has Adrian been a financial advisor?
Adrian has been in the industry since 2007, about 19 years. More experience than 64% of advisors in Yuma.
What licenses does Adrian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adrian a fiduciary?
Adrian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adrian paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Adrian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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