Taylor Steward (CRD# 7093084) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 5 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mattson Financial Services, LLC | Kentwood, MI | Apr 2019 - Current | 5 |
| Lakeview Financial Group, LLC | Kentwood, MI | Oct 2014 - Current | 9 |
| Native Retrievers | Lake Odessa, MI | Mar 2016 - Dec 2019 | 3 |
| Fred Haight Insurance Agency | Muir, MI | Mar 2018 - Dec 2018 | < 1 |
| Goldstar Outdoors Ii | Lake Odessa, MI | Jun 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- MI
- TX
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts2,435ACCOUNTS
-
Average Account Value$121,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
FL, LA, MI, TX
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