Unclaimed Profile

Christopher D Mattern

MFA WEALTH SERVICES·THOUSAND OAKS, California

SIE, Series 7, Series 66Clean record18 years registeredMFA WEALTH SERVICES

100 E. THOUSAND OAKS BLVD., THOUSAND OAKS, CA 91360CRD# 5202739Firm CRD# 169013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher D Mattern · THOUSAND OAKS, CA

Registration

CRD #5202739 · MFA WEALTH SERVICES · 18 years registered

Brand Profile

Not yet started

Career History

MFA WEALTH SERVICES

Nov 2013 – present

ALLIANCE ADVISORY & SECURITIES, INC

Oct 2008 – Nov 2013

THOUSAND OAKS, CA

1ST GLOBAL ADVISORS INC

Oct 2007 – Oct 2008

AGOURA HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MFA WEALTH SERVICES

CRD 169013 · SEC 801-108548

AUM

$224M

Regulatory assets under management

Employees

613 client accounts

Services offered by MFA WEALTH SERVICES

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MFA WEALTH SERVICES →

Introduction

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Frequently Asked Questions

What services does Christopher D Mattern offer?

Christopher D Mattern specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.

What are Christopher D Mattern's credentials?

Christopher D Mattern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher D Mattern located?

Christopher D Mattern is based in THOUSAND OAKS, California, working with MFA WEALTH SERVICES. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.

How does Christopher D Mattern charge for services?

Christopher D Mattern's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MFA WEALTH SERVICES?

MFA WEALTH SERVICES has approximately 3 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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