Matthew David Arkfeld

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

• 10/2016 → 10/2021
  Wells Fargo Bank, Na
  Omaha, NE
• 12/2018 → 09/2021
  Wells Fargo Clearing Services, Llc
  Omaha, NE
• 05/2016 → 09/2016
  Unemployed
  Omaha, NE
• 10/2021 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → 11/2025
  Osaic Wealth, Inc.
  Jersey City, NJ
• 11/2025 → Present
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 11/2025 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE
• 11/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2023-09-01 → 2025-11-26
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2021-10-12 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
• 2019-05-08 → 2021-09-24
  Wells Fargo Clearing Services, Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: TRADE SUPPORT SPECIALIST START DATE: 12/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: I WILL BE SUPPORTING CARSON TRADING DESK AND ANSWERING PHONE CALLS FROM ADVISORS. 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: TRADE SUPPORT SPECIALIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: I WILL BE SUPPORT THE CARSON TRADE DESK AND TAKING PHONE CALLS FROM ADVISORS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-07
• S63 Uniform Securities Agent State Law Examination
  2019-04-15

Other Names

• Matt David Arkfeld
• Matthew Arkfeld