William Cardwell has held the title Member at BCGM Wealth Management since December 2022, is a control person of the firm and directly owns between 10% and 25% of it. William Cardwell holds a Bachelor's degree in Finance from Manchester University.
BCGM Wealth Management, LLC is a Lafayette, IN firm with $541M under management, 884 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Bill Cardwell is President of Aurora Financial Strategies. He works directly with clients to develop, implement and monitor comprehensive financial plans. Before creating the firm he was Director of Financial Planning at a Registered Investment Advisor, where he built financial plans for advisors across the country.
William Cardwell’s longest registration was 10 years at Creative Financial Designs, Inc. (2009–2019). Before joining BCGM Wealth Management in 2020, William Cardwell was registered through Creative Financial Designs, Inc.
- – present · 6 yearsKokomo, IN · Adviser representative · Firm CRD 306757
- Creative Financial Designs, Inc.– · 10 yearsLafayette, IN · Adviser representative · Firm CRD 109032
Professional designations
Listed by BCGM Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Cardwell is registered as an investment adviser representative in 2 states. The first approvals date from January 2020; the most recent is Texas, in June 2020.
- IndianaSince 2 January 2020
- TexasSince 9 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 15 June 2010 |
| Series 66 | Uniform Combined State Law Examination | 5 January 2009 |
| Series 7 | General Securities Representative Examination | 23 October 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William J Cardwell
- CRD
- 5602142
- Firm
- BCGM Wealth Management · CRD 306757
- Role
- Member
- Office
- 2705 S BERKLEY, SUITE 1B, Kokomo, IN 46901
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aurorafinancialstrategies.com
Where does William Cardwell work?
William Cardwell has held the title Member at BCGM Wealth Management, LLC since December 2022, and is a control person of the firm.
Is William Cardwell a financial advisor?
Yes. William Cardwell has a current investment-adviser registration in Indiana and Texas, through BCGM Wealth Management since January 2020.
How many years of experience does William Cardwell have?
William Cardwell has 17 years in the financial industry, since October 2008, across 2 adviser firms.
What exams has William Cardwell passed?
William Cardwell has passed 3 licensing exams: the Series 7, Series 66 and Series 53. The earliest, the Series 7, was passed in October 2008. FINRA credited William Cardwell with the SIE, which began in October 2018.
Where did William Cardwell work before BCGM Wealth Management?
Before BCGM Wealth Management, William Cardwell was registered through Creative Financial Designs, Inc., January 2009 to December 2019.
Where is William Cardwell based?
William Cardwell’s registered office is in Kokomo, IN.
Is William Cardwell registered with FINRA?
No. William Cardwell has no current broker registration.
Is William Cardwell a CFP?
BCGM Wealth Management lists William Cardwell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: BILL CARDWELL, CFP ® biography, aurorafinancialstrategies.com
How can I verify William Cardwell’s record?
Search CRD 5602142 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Cardwell’s full registration record.
- Andy ArmstrongChief Compliance Officer
Scott BuschMember
William GettingsManaging Member