Mattson Financial Services, LLC

Mattson Financial Services, LLC (CRD# 153067) is a financial advisory firm headquartered in Kentwood, MI. They manage $295,579,530 in 2,435 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3226 28th Street Se, Kentwood, MI 49512
https://www.instagram.com/explore/locations/325581424306203/mattson-financial-services/
By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    2,435
    ACCOUNTS
  • Average Account Value
    $121,388
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MI, TX

Financial Advisors at Mattson Financial Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Gerald Green, financial advisor Kentwood MI
Gerald D. Green
CRD#: 6342617
3226 28th Street Se, Kentwood, MI 49512

Gerald Green (CRD# 6342617) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 9 years of experience in the finance industry.

2
Gary Mattson, financial advisor Kentwood MI
Gary H. Mattson
CRD#: 2220839
3226 28th Street Se, Kentwood, MI 49512

Gary Mattson (CRD# 2220839) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 32 years of experience in the finance industry.

3
Taylor Steward, financial advisor Kentwood MI
Taylor F. Steward
CRD#: 7093084
3226 28th Street Se, Kentwood, MI 49512

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.

4
Corey Davis, financial advisor Kentwood MI
Corey R. Davis
CRD#: 7147078
3226 28th Street Se, Kentwood, MI 49512

Corey Davis (CRD# 7147078) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 2 years of experience in the finance industry.

5
Laurel Steward, financial advisor Kentwood MI
Laurel A. Steward
CRD#: 7147070
3226 28th Street Se, Kentwood, MI 49512

Laurel Steward (CRD# 7147070) is an Investment Advisor Representative working at Mattson Financial Services, LLC in Kentwood, MI and has over 2 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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