Larry Matson, financial advisor Kaysville UT

Larry Matson

CRD Number: 1078881
Current Firm: Cwm, LLC

Larry Matson (CRD# 1078881) is an Investment Advisor Representative working at Cwm, LLC in Kaysville, UT and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Omaha, NE Jan 2024 - Current < 1
Advanced Retirement Stategies Kaysville, UT May 2017 - Current 6
Ars Investment Advisors, Inc. Kaysville, UT Feb 2016 - Current 8
Matson & Company LLC Ogden, UT Aug 2005 - Current 18
Matson Financial Group Ogden, UT Aug 1996 - Current 27
Larry E. Matson - Independent Insurance Ogden, UT Aug 1996 - Current 27
Self Employed Ogden, UT Aug 1993 - Current 30
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Mar 2019 - Jan 2024 4
Allegis Investment Services Ogden, UT Jan 2016 - Mar 2019 3
Allegis Investment Advisors Ogden, UT Jan 2016 - Mar 2019 3
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Jan 2016 1
Spc Ann Arbor, MI Jul 2003 - Jan 2016 12
Sammons Securities Company, LLC Ann Arbor, MI Feb 2002 - Aug 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Larry E. Matson
Phone Number: 402-330-0808
Registered State(s):
  • UT
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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