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Matthew Thomas Bowden

Investment Adviser Representative at CWM, LLC

Plymouth, MICRD #6189648Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Thomas Bowden is an investment adviser representative with CWM, LLC in Plymouth, MI, where they have been registered since 2021. They have worked in the securities industry since 2013 and have been registered with 3 firms, including SPC and CIG Asset Management, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in 10 states.

Office

5263 Plymouth Rd
Ann Arbor, MI 48105

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, District of Columbia, Florida, Georgia, Kentucky, Massachusetts, Michigan, New Jersey, Ohio, Texas
Broker:
7 states and territories

Arizona, Florida, Kansas, Michigan, Mississippi, Ohio, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/3/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/21/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/16/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cetera Wealth Services, LLCCurrent
8/23/2021 – Plymouth, MI
CWM, LLCCurrent
8/23/2021 – Ann Arbor, MI
SPC
10/2/2018 – 8/24/2021Ann Arbor, MI
CIG Asset Management, Inc.
5/31/2017 – 10/9/2017Southfield, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. ASH Brokerage Corp
    Jun 2008 – May 2017Novi, MI
  2. Mercap Securities, LLC
    Apr 2013 – May 2017Berwyn, PA
  3. Financial Legacy Planning, LLC
    Dec 2016 – Dec 2017Plymouth, MI
  4. CIG Capital Advisors
    May 2017 – Oct 2017Southfield, MI
  5. CIG Securities, Inc.
    May 2017 – Oct 2017Southfield, MI
  6. CIG Asset Management
    May 2017 – Oct 2017Southfield, MI
  7. CIG Risk Management
    May 2017 – Oct 2017Southfield, MI
  8. RFC Financial Planners
    Oct 2017 – Apr 2025Ann Arbor, MI
  9. CWM, LLC DBA Carson Partners
    Aug 2021 – no end date reportedAnn Arbor, MI
  10. Cetera Wealth Services, LLC
    Aug 2021 – no end date reportedEl Segundo, CA
  11. TWO BIRD Wealth Strategies
    May 2025 – no end date reportedAnn Arbor, MI

Official records & sources

Data as of August 9, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

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

View full firm profile

Other advisors at CWM, LLC

Showing 12 of 639 in the directory

View CWM, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

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 Thomas Bowden 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Matthew Thomas Bowden (Cetera Wealth Services)