Matt Robert Whipkey
Investment adviser representative at Cwm, LLC
22 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
22 years in the industry.
- Cwm, LLCAug 2022 to now
- Cetera Wealth Services, LLCJul 2022 to now
- Cwm, LLC dba Carson Group HoldingsJul 2022 to now
- Matt WhipkeyJan 2004 to now
- TD AmeritradeApr 2020 to Jul 2022
- Jeff Moore State Farm InsuranceJan 2020 to Apr 2020
- Door DashFeb 2019 to Apr 2019
- LyftJun 2016 to Mar 2020
- UberJan 2016 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
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
- 7247900
- Firm CRD
- 155344