Kurt William Mattson

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

• 02/1995 → 08/2026
  The Northwestern Mutual Life Insurance
  Milwaukee, WI
• 04/1996 → 08/2026
  Northwestern Mutual Investment Services, Llc
  Atlanta, GA
• 07/2008 → 08/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2026 → Present
  Cwm, Llc
  Omaha, NE
• 08/2026 → Present
  Yari Capital
  Atlanta, GA

Previous Registrations

• 2006-02-09 → 2026-08-17
  Northwestern Mutual Investment Services, Llc
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

NAME OF BUSINESS: Terminus 1837 Holdings, LLC NATURE: Investment Advisory START: 10/17/2023 POSITION: Owner, Founder APPX. HRS/MONTH: 50 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Owner NAME OF BUSINESS: Nephrodite NATURE: Medical Device Startup START: 12/18/2024 POSITION: Investor APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: None NAME OF BUSINESS: Semicab NATURE: Technology-centric logistics firm START: 04/16/2019 POSITION: Investor APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: None NAME OF BUSINESS: Seagrove Holdings, LLC NATURE: Commercial real estate START: 10/17/2023 POSITION: Member APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: None NAME OF BUSINESS: 1908 Blend18, LLC NATURE: Private placement START: 11/01/2018 APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Member NAME OF BUSINESS: 1908 Fund 19 LLC NATURE: Real Estate START: 12/20/2019 APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Potential real estate appreciation and tax benefits from conservation easements NAME OF BUSINESS: Tect Sect Holdings LLC - Ecredable NATURE: Technology start up START: 08/16/2018 APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Passive Investment, they were recently acquired The Anchor Group Ecosystem FIXED INSURANCE NATURE: Insurance START: 01/26/2025 APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, & LTC

Exams

• S66 Uniform Combined State Law Examination
  2006-01-28
• S63 Uniform Securities Agent State Law Examination
  1997-08-08