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Larry Edwin Matson

CWM, LLC

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About Larry Edwin Matson

Larry Edwin Matson is an Investment Advisor Representative. Larry has over 30 years of experience in the financial services industry. Larry is currently registered with CWM, LLC. Previously, Larry was registered with United Planners' Financial Services of America a Limited Partner, Allegis Investment Services, LLC, Parkland Securities, LLC, Walnut Street Securities, Inc., Aragon Financial Services, Inc., Fortis Investors, Inc., Cadaret, Grant & Co., Inc., and Warner Beck Incorporated. Larry is licensed to provide advisory services in Utah.

Firm Information

Larry Matson is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Larry Matson’s Registration & Firm History

UT

01/02/2024 - Present

CWM, LLC (Kaysville UT)

UT

03/08/2019 - 02/25/2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (OGDEN UT)

UT

01/05/2016 - 04/05/2019

ALLEGIS INVESTMENT SERVICES, LLC (Ogden UT)

UT

02/09/2002 - 12/31/2015

PARKLAND SECURITIES, LLC (OGDEN UT)

CA

06/04/1998 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

CA

06/13/1995 - 05/20/1998

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

MN

12/21/1992 - 12/31/1993

FORTIS INVESTORS, INC. (OAKDALE MN)

NY

07/10/1990 - 12/30/1990

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NA

11/22/1983 - 06/19/1986

WARNER BECK INCORPORATED

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Licenses & Designations

IA

Issued 06/30/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2007

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/28/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry Edwin Matson.
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