Unclaimed Profile

Kyle Jordan Cross

MATTERN WEALTH MANAGEMENT LLC·LAWRENCE, Kansas

SIE, Series 7, Series 66CFPClean record15 years registeredMATTERN WEALTH MANAGEMENT LLC

1811 WAKARUSA DRIVE, LAWRENCE, KS 66047CRD# 5792830Firm CRD# 304520

Profile Verification

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

Identity

Kyle Jordan Cross · LAWRENCE, KS

Registration

CRD #5792830 · MATTERN WEALTH MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

MATTERN WEALTH MANAGEMENT LLC

Oct 2019 – present

WELLS FARGO CLEARING SERVICES, LLC

May 2012 – Oct 2019

LAWRENCE, KS

SECURIAN FINANCIAL SERVICES, INC.

Jul 2011 – Mar 2012

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 5, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTERN WEALTH MANAGEMENT LLC

CRD 304520 · SEC 801-116993

AUM

$482M

Regulatory assets under management

Employees

1,393 client accounts

Services offered by MATTERN WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MATTERN WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kyle Jordan Cross offer?

Kyle Jordan Cross specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAWRENCE, Kansas for a consultation.

What are Kyle Jordan Cross's credentials?

Kyle Jordan Cross holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kyle Jordan Cross located?

Kyle Jordan Cross is based in LAWRENCE, Kansas, working with MATTERN WEALTH MANAGEMENT LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.

How does Kyle Jordan Cross charge for services?

Kyle Jordan Cross'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 MATTERN WEALTH MANAGEMENT LLC?

MATTERN WEALTH MANAGEMENT LLC has approximately 5 employees and manages $482M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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