David Michael Matzko
Investment adviser representative at Cwm, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Cwm, LLCMay 2024 to now
- Cetera Wealth Services, LLCMar 2024 to now
- Cwm, LLC dba Carson Group HoldingsMar 2024 to now
- Cwm, LLC dba Carson PartnersMar 2024 to now
- LPL Financial LLCSep 2018 to Mar 2024
- UnemployedJul 2018 to Sep 2018
- Lincoln Financial GroupMay 2018 to Jul 2018
- UnemployedMar 2018 to May 2018
- Morgan Stanley Smith BarneyJan 2012 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 2827991
- Firm CRD
- 155344