Matthew Aaron Kory
Investment Adviser Representative at CWM, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Aaron Kory is an investment adviser representative with CWM, LLC in Fountain Hills, AZ, where they have been registered since 2019. They have worked in the securities industry since 2008 and have been registered with 3 firms, including Cetera Advisor Networks LLC and LPL Financial LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arizona, New Mexico, and Texas.
Registrations & licenses
- Investment adviser:
- Arizona, New Mexico, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCNov 2008 – Feb 2019Scottsdale, AZ
- CWM, LLCJan 2019 – no end date reportedOmaha, NE
- Pangea Wealth ManagementOct 2009 – May 2021Scottsdale, AZ
- Pangea Retirement PartnersOct 2009 – May 2021Scottsdale, AZ
- Cetera Advisor NetworksFeb 2019 – Dec 2024El Segundo, CA
- Carson GroupJan 2022 – Jul 2024Omaha, NE
- Carson WealthJul 2024 – no end date reportedFountain Hills, AZ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CWM, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 639
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Omaha, NE
- SEC file number:
- 801-72037
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Aaron Kory has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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