Kurt William Mattson
Investment adviser representative at Cwm, LLC
31 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Cwm, LLCAug 2026 to now
- Yari CapitalAug 2026 to now
- Northwestern Mutual Wealth Management CompanyJul 2008 to Aug 2026
- Northwestern Mutual Investment Services, LLCApr 1996 to Aug 2026
- The Northwestern Mutual Life InsuranceFeb 1995 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2738627
- Firm CRD
- 155344