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Corey Robert Davis

MATTSON FINANCIAL SERVICES, LLC·KENTWOOD, Michigan
Series 65Clean record4 years registeredMATTSON FINANCIAL SERVICES, LLC
3226 28TH STREET SE, KENTWOOD, MI 49512CRD# 7147078Firm CRD# 153067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Corey Robert Davis · KENTWOOD, MI
Registration
CRD #7147078 · MATTSON FINANCIAL SERVICES, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

MATTSON FINANCIAL SERVICES, LLC
Feb 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 23, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MATTSON FINANCIAL SERVICES, LLC
CRD 153067 · SEC 801-120063
AUM
$296M
Regulatory assets under management
Employees
8
2,435 client accounts
Services offered by MATTSON FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MATTSON FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does Corey Robert Davis offer?
Corey Robert Davis specializes in Financial Planning, Investment Management. Contact their office in KENTWOOD, Michigan for a consultation.
What are Corey Robert Davis's credentials?
Corey Robert Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Corey Robert Davis located?
Corey Robert Davis is based in KENTWOOD, Michigan, working with MATTSON FINANCIAL SERVICES, LLC. Their office serves clients in the KENTWOOD metropolitan area and surrounding communities.
How does Corey Robert Davis charge for services?
Corey Robert Davis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees/ percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATTSON FINANCIAL SERVICES, LLC?
MATTSON FINANCIAL SERVICES, LLC has approximately 8 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MATTSON FINANCIAL SERVICES, LLC

Gary Herman Mattson
KENTWOOD, MI
Gerald Douglas Green
KENTWOOD, MI
Laurel Audrey Steward
KENTWOOD, MI
Taylor Franklin Steward
KENTWOOD, MI

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