Mattson Financial Services, LLC

Mattson Financial Services, LLC (CRD# 153067) is a financial advisory firm headquartered in Kentwood, MI. They manage $32,750,000 in 376 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $87,101
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Mattson Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gerald D. Green
CRD#: 6342617
3226 28th Street Se, Kentwood, MI 49512
78
Wealthminder
score

Gerald Green (CRD# 6342617) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 3 years of experience in the finance industry.

2
Gary H. Mattson
CRD#: 2220839
3226 28th Street Se, Kentwood, MI 49512
58
Wealthminder
score

Gary Mattson (CRD# 2220839) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 26 years of experience in the finance industry.

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