Matthew
Pearson
Cwm, LLC
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About this Advisor
Matthew Pearson is a financial advisor operating in West Des Moines, Iowa with 4 years of industry experience. Pearson currently works for Cwm, LLC. Over the course of their career, Pearson has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Cwm, LLC Dba Cwm-West Des Moines, Cetera Advisor Networks LLC and Worsfold Wealth Management, LLC. Pearson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa and Texas. Cwm, LLC is a registered investment business based in Omaha, NE. It has offices in 165 locations and a total of 1,111 people on staff. It has $20 billion in assets between its 96,956 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 96,956 client accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely depend on which services the firm provides the client. Fees charged by Cwm, LLC likely are comprised of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$19,943,561,186
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,111
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
96,956
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$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Pearson Work History
Matthew has been registered as a financial advisor for 4 years.*
Worsfold Wealth Management, LLC
Cwm, LLC Dba Cwm-West Des Moines
Cetera Advisor Networks LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Pearson 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
Cedar Rapids, IA
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Sioux Falls, SD
Omaha, NE
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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