Matthew Thomas Bowden

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

• 06/2008 → 05/2017
  Ash Brokerage Corp
  Novi, MI
• 04/2013 → 05/2017
  Mercap Securities, Llc
  Berwyn, PA
• 12/2016 → 12/2017
  Financial Legacy Planning, Llc
  Plymouth, MI
• 05/2017 → 10/2017
  Cig Capital Advisors
  Southfield, MI
• 05/2017 → 10/2017
  Cig Securities, Inc.
  Southfield, MI
• 05/2017 → 10/2017
  Cig Asset Management
  Southfield, MI
• 05/2017 → 10/2017
  Cig Risk Management
  Southfield, MI
• 10/2017 → 04/2025
  Rfc Financial Planners
  Ann Arbor, MI
• 08/2021 → Present
  Cwm, Llc Dba Carson Partners
  Ann Arbor, MI
• 08/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2025 → Present
  Two Bird Wealth Strategies
  Ann Arbor, MI

Previous Registrations

• 2018-10-02 → 2021-08-24
  Spc
  Ann Arbor, MI
  Ann Arbor, MI
• 2017-05-31 → 2017-10-09
  Cig Asset Management, Inc.
  Southfield, MI

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, 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: WEALTH ADVISOR START DATE: 8/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY SERVICES TO CLIENTS THROUGH THE CARSON RIA 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 7/2008 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING INSURANCE SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: LOGAN ELEMENTARY PTSO, INVESTMENT RELATED: NO, ADDRESS: 2685 TRAVER BLVD, ANN ARBOR, MI 48105, NATURE OF BUSINESS: NON-PROFIT, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: HELPING PLAN AND ORGANIZE COMMUNITY EVENTS FOR THE SCHOOL.; 4. NAME OF OTHER BUSINESS: TWO BIRD WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Matt Thomas Bowden