Mfa Wealth Services

Mfa Wealth Services (CRD# 169013) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $224,104,689 in 613 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    224
    MILLION
  • Total Number of Accounts
    613
    ACCOUNTS
  • Average Account Value
    $365,587
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IN, NC, NJ, NM, NV, OK, OR, PA, TN, TX, VA, WA

Financial Advisors at Mfa Wealth Services
Showing 1 - 2 of 2 top financial advisors.
1
Michael E. Garner
CRD#: 4936494
100 E. Thousand Oaks Blvd., #258, Thousand Oaks, CA 91360

Michael Garner (CRD# 4936494) is an Investment Advisor Representative working at Mfa Wealth Services in Thousand Oaks, CA and has over 18 years of experience in the finance industry.

2
Christopher D. Mattern
CRD#: 5202739
100 E. Thousand Oaks Blvd., #258, Thousand Oaks, CA 91360

Christopher Mattern (CRD# 5202739) is an Investment Advisor Representative working at Mfa Wealth Services in Thousand Oaks, CA and has over 16 years of experience in the finance industry.

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