Matthew Charles Hinz
Investment adviser representative at Cwm, LLC
19 yearsExperience
3 statesRegistered in
ChFC®Designation
$50.6BFirm assets
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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
19 years in the industry.
- Cwm, LLCFeb 2020 to now
- Carson WealthFeb 2020 to now
- Cetera Investment Advisers LLCJun 2023 to May 2025
- Cetera Advisor Networks LLCFeb 2020 to May 2025
- Tn Weber Nieland, LcFeb 2020 to Apr 2024
- Scott ZachJul 2018 to Feb 2020
- Northwestern Mutual Welath Management CompanyNov 2013 to Feb 2020
- Chris GrawOct 2013 to Feb 2020
- James AndersonDec 2011 to Jul 2018
- Northwestern Mutual Investment Services, LLCOct 2008 to Feb 2020
- University of IowaAug 2006 to Feb 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (IA, NV, 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
- 5485351
- Firm CRD
- 155344