Matthew
Alspaugh
Cwm, LLC
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About this Advisor
Matthew Alspaugh is a financial advisor based in Indianapolis, Indiana, working with Cwm, LLC. Matthew has previously held positions 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. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Matthew is part of Cwm, LLC, which operates out of Indianapolis, Indiana. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Alspaugh Work History
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
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
Green Bay, WI
Sioux Falls, SD
Omaha, NE
Omaha, NE
Foxboro, MA
Fort Atkinson, WI
Hastings, NE
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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