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Christopher D Mattern

MFA WEALTH SERVICES·THOUSAND OAKS, California
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100 E. THOUSAND OAKS BLVD., THOUSAND OAKS, CA 91360CRD# 5202739Firm CRD# 169013
01

About

Christopher D Mattern is a registered financial advisor based in THOUSAND OAKS, California, affiliated with MFA WEALTH SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MFA WEALTH SERVICES
MFA WEALTH SERVICES
AUM
$224M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MFA WEALTH SERVICES →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5202739
Firm CRD# 169013
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in THOUSAND OAKS
Jason Lindsay Ball — BALL & COMPANYDeborah Fassler Reed — REED & BALL, INC.Catherine Marian Clark — IBN ASSET MANAGEMENT, LLCJeffrey Arnold Borenstein — LAMIA FINANCIAL GROUP, INC.Michael Earl Garner — MFA WEALTH SERVICES
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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