Matthew David Arkfeld
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCDec 2025 to now
- Cetera Wealth Services, LLCNov 2025 to now
- Cwm, LLC dba Carson Group HoldingsNov 2025 to now
- Cwm, LLC dba Carson PartnersNov 2025 to now
- Osaic Wealth, Inc.Sep 2023 to Nov 2025
- Sagepoint Financial, Inc.Oct 2021 to Sep 2023
- Wells Fargo Clearing Services, LLCDec 2018 to Sep 2021
- Wells Fargo Bank, NAOct 2016 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
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
- 7057676
- Firm CRD
- 155344