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Matthew Eston Pearson

CWM, LLC

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About Matthew Eston Pearson

Matthew Eston Pearson is a financial professional with over 20 years of experience in the financial services industry. Matthew is currently registered with CWM, LLC in Iowa and Texas. Matthew has previously been registered with Cetera Advisor Networks LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Investments, LLC in various states. Matthew has a Series 66, Series 7 and SIE licenses. Matthew specializes in providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Matthew is a partner in the firm WORSFLD WEALTH MANAGEMENT and is a Financial Professional at WORSFOLD WEALTH MANAGEMENT, LLC. Matthew provides Fixed Insurance with various companies and works with clients regarding financial planning, goal setting, and strategies.

Firm Information

Matthew Pearson 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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Matthew Pearson’s Registration & Firm History

IA

01/07/2019 - Present

CWM, LLC (West Des Moines IA)

IA

01/07/2019 - 12/31/2023

CETERA ADVISOR NETWORKS LLC (WEST DES MOINES IA)

IA

01/03/2011 - 01/08/2019

WELLS FARGO CLEARING SERVICES, LLC (CLIVE IA)

IA

10/13/2006 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (CLIVE IA)

CA

11/24/2003 - 03/27/2006

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

01/27/2003 - 07/01/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/27/2003 - 07/01/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/04/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Eston Pearson. Review regulatory record here.
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