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Matthew Thomas Bowden

CWM, LLC

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About Matthew Thomas Bowden

Matthew Bowden is a financial advisor with over 10 years of experience in the industry. Matthew is registered with CWM, LLC dba Carson Partners and has held previous roles at Sigma Financial Corporation, CIG Securities, and Mercap Securities, LLC. Matthew's specialties include financial planning, portfolio management, and insurance services. Matthew has earned the Certified Financial Planner and Chartered Financial Consultant designations. Matthew holds securities licenses Series 6, 7, and 63 and is registered to provide investment advice in 24 states.

Firm Information

Matthew Bowden 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 Bowden’s Registration & Firm History

MI

08/23/2021 - Present

CWM, LLC (Ann Arbor MI)

MI

10/05/2017 - 08/24/2021

SIGMA FINANCIAL CORPORATION (Ann Arbor MI)

MI

06/07/2017 - 10/09/2017

CIG SECURITIES (SOUTHFIELD MI)

IN

05/17/2013 - 05/19/2017

MERCAP SECURITIES, LLC (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 06/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/16/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Thomas Bowden.
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