Mfa Wealth Services

Mfa Wealth Services (CRD# 169013) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $145,004,905 in 610 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $237,713
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, ID, IL, NC, NJ, NV, NY, OK, OR, PA, VA, WA

Financial Advisors at Mfa Wealth Services
Showing 1 - 3 of 3 top financial advisors.
1
Michael E. Garner
CRD#: 4936494
100 E. Thousand Oaks Blvd., #257, Thousand Oaks, CA 91360
96
Wealthminder
score

Michael Garner (CRD# 4936494) is an Investment Advisor Representative working at Mfa Wealth Services in Thousand Oaks, CA and has over 13 years of experience in the finance industry. Michael Garner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Malcolm G. Meador
CRD#: 2567625
100 E. Thousand Oaks Blvd., #257, Thousand Oaks, CA 91360
96
Wealthminder
score

Malcolm Meador (CRD# 2567625) is an Investment Advisor Representative working at Mfa Wealth Services in Thousand Oaks, CA and has over 17 years of experience in the finance industry. Malcolm Meador has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher D. Mattern
CRD#: 5202739
100 E. Thousand Oaks Blvd., #257, Thousand Oaks, CA 91360
93
Wealthminder
score

Christopher Mattern (CRD# 5202739) is an Investment Advisor Representative working at Mfa Wealth Services in Thousand Oaks, CA and has over 10 years of experience in the finance industry.

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