Matthew Bowden is a CFP, ChFC-designated registered investment advisor, based in Ann Arbor, MI, with 12 years of industry experience.
Location
5263 Plymouth Rd, Ann Arbor, MI, 48105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a wealth advisor at CWM, doing business as Carson Partners, an SEC registered investment advisory firm, dedicating full-time hours to this role. He also provides fixed insurance services to clients as needed, spending a few hours per week on this activity, and is a board member for Logan Elementary PTSO, a non-profit, spending minimal time.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Cig SecuritiesBroker
Cig Asset Management, INC.
Mercap Securities, LLCBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.