Matthew Charles Hinz

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → 02/2020
  Northwestern Mutual Investment Services, Llc
  Cedar Rapids, IA
• 08/2006 → 02/2020
  University Of Iowa
  Iowa City, IA
• 12/2011 → 07/2018
  James Anderson
  Cedar Rapids, IA
• 10/2013 → 02/2020
  Chris Graw
  Hiawatha, IA
• 11/2013 → 02/2020
  Northwestern Mutual Welath Management Company
  Milwaukee, WI
• 07/2018 → 02/2020
  Scott Zach
  Hiawatha, IA
• 02/2020 → 05/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2020 → Present
  Cwm, Llc
  Cedar Rapids, IA
• 02/2020 → 04/2024
  Tn Weber Nieland, Lc
  Cedar Rapids, IA
• 06/2023 → 05/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2020 → Present
  Carson Wealth
  Cedar Rapids, IA

Previous Registrations

• 2023-06-29 → 2025-05-08
  Cetera Investment Advisers Llc
  Cedar Rapids, IA
• 2020-06-08 → 2023-06-29
  Cetera Wealth Services, Llc
  Cedar Rapids, IA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE NAME OF OTHER BUSINESS: MATTHEW HINZ INVESTMENT RELATED: NO ADDRESS: 42 7TH AVE SW CEDAR RAPIDS IA NATURE OF BUSINESS: NOTARY START DATE: POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-11
• S63 Uniform Securities Agent State Law Examination
  2008-11-10

Designations

• Chartered Financial Consultant