Matthew Alspaugh, financial advisor Indianapolis IN

Matthew Alspaugh

CRD Number: 6403281
Current Firm: Cwm, LLC

Matthew Alspaugh (CRD# 6403281) is an Investment Advisor Representative working at Cwm, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cwm, Dba Carson Group Partners Indianapolis, IN Oct 2018 - Current 5
Wealthcare Partners Ltd Indianapolis, IN Sep 2017 - Current 6
Cetera Advisor Networks El Segundo, CA Jun 2017 - Current 6
Cadaret, Grant & Company, Inc. Indianapolis, IN Oct 2017 - Jun 2019 1
Oneamerica Securities Indianapolis, IN Feb 2016 - Sep 2017 1
American United Life Indianapolis, IN Jan 2016 - Sep 2017 1
Ihsaa Crawfordsville, IN Nov 2014 - Feb 2016 1
The Prudential Insurance Company Of America Indianapolis, IN Sep 2014 - Feb 2016 1
Pruco Securities, LLC Indianapolis, IN Sep 2014 - Feb 2016 1
Quality Cuts Crawfordsville, IN May 2013 - Feb 2016 2
Crawfordsville Community Schools Crawfordsville, IN Aug 2012 - Jan 2015 2
North Montgomery School Corporation Crawfordsville, IN Aug 2010 - Jan 2015 4
Juice Plus Company Memphis, TN Aug 2010 - Oct 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Matthew J. Alspaugh
Phone Number: 402-330-0808
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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