Matthew Bowden (CRD# 6189648) is an Investment Advisor Representative working at Cwm, LLC in Ann Arbor, MI and has over 10 years of experience in the finance industry. Matthew Bowden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Partners | Ann Arbor, MI | Aug 2021 - Current | 2 |
| Cetera Advisor Networks | El Segundo, CA | Aug 2021 - Current | 2 |
| Rfc Financial Planners | Ann Arbor, MI | Oct 2017 - Current | 6 |
| Financial Legacy Planning, LLC | Plymouth, MI | Dec 2016 - Dec 2017 | 1 |
| Cig Capital Advisors | Southfield, MI | May 2017 - Oct 2017 | < 1 |
| Cig Securities, Inc. | Southfield, MI | May 2017 - Oct 2017 | < 1 |
| Cig Asset Management | Southfield, MI | May 2017 - Oct 2017 | < 1 |
| Cig Risk Management | Southfield, MI | May 2017 - Oct 2017 | < 1 |
| Mercap Securities, LLC | Berwyn, PA | Apr 2013 - May 2017 | 4 |
| Ash Brokerage Corp | Novi, MI | Jun 2008 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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