Matthew
Alspaugh
Cwm, LLC
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About this Advisor
Matthew Alspaugh is a financial advisor based in Indianapolis, Indiana with 4 years of relevant experience. Alspaugh is currently employed by Cwm, LLC. Over the course of their career, Alspaugh has held roles at The Prudential Insurance Company Of America, Pruco Securities, LLC, North Montgomery School Corporation, Crawfordsville Community Schools, Juice Plus Company, Quality Cuts, Ihsaa, American United Life, Oneamerica Securities, Cadaret, Grant & Co., Inc, Cetera Advisor Networks, Cwm, Dba Carson Group Partners and Wealthcare Partners LTD. Alspaugh maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Cwm, LLC is a financial advisory firm headquartered in Omaha, NE. The investment advisory business has offices in 165 locations and a total of 1,111 advisors. It handles $20 billion in total assets across its 96,956 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 96,956 accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. The business offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on the services. However, fees billed by Cwm, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Alspaugh Work History
Matthew has been registered as a financial advisor for 4 years.*
Cwm, Dba Carson Group Partners
Cetera Advisor Networks
Wealthcare Partners LTD
Cadaret, Grant & Co., Inc
American United Life
Oneamerica Securities
The Prudential Insurance Company Of America
Pruco Securities, LLC
Ihsaa
Quality Cuts
Crawfordsville Community Schools
North Montgomery School Corporation
Juice Plus Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Alspaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Sioux Falls, SD
Omaha, NE
Vincennes, IN
Omaha, NE
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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