Mattern Wealth Management LLC

Mattern Wealth Management LLC (CRD# 304520) is a financial advisory firm headquartered in Lawrence, KS. They manage $481,610,796 in 1,393 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047
https://matternwealth.com/
By the Numbers
  • Total Assets Under Management
    482
    MILLION
  • Total Number of Accounts
    1,393
    ACCOUNTS
  • Average Account Value
    $345,736
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, KS, MO, ND, NH, TX, VA

Financial Advisors at Mattern Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kyle Cross, financial advisor Lawrence KS
Kyle J. Cross
CRD#: 5792830
1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047

Kyle Cross (CRD# 5792830) is an Investment Advisor Representative working at Mattern Wealth Management LLC in Lawrence, KS and has over 12 years of experience in the finance industry.

2
David Mattern, financial advisor Lawrence KS
David W. Mattern
CRD#: 3160075
1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047

David Mattern (CRD# 3160075) is an Investment Advisor Representative working at Mattern Wealth Management LLC in Lawrence, KS and has over 25 years of experience in the finance industry.

3
Marcus Mattern, financial advisor Lawrence KS
Marcus D. Mattern
CRD#: 6538134
1811 Wakarusa Drive, Suite 103, Lawrence, KS 66047

Marcus Mattern (CRD# 6538134) is an Investment Advisor Representative working at Mattern Wealth Management LLC in Lawrence, KS and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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