Unclaimed Profile

Gary Herman Mattson

MATTSON FINANCIAL SERVICES, LLC·KENTWOOD, Michigan

Series 6, Series 26, Series 63, Series 6520 years registeredMATTSON FINANCIAL SERVICES, LLC

3226 28TH STREET SE, KENTWOOD, MI 49512CRD# 2220839Firm CRD# 153067

Profile Verification

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

Identity

Gary Herman Mattson · KENTWOOD, MI

Registration

CRD #2220839 · MATTSON FINANCIAL SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MATTSON FINANCIAL SERVICES, LLC

Oct 2010 – present

BROOKSTREET CAPITAL MANAGEMENT

Feb 2006 – Sep 2006

LAKE ODESSA, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · February 14, 2006

Years registered · 20

Disclosure History

2004Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MATTSON FINANCIAL SERVICES, LLC

CRD 153067 · SEC 801-120063

AUM

$296M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Gary Herman Mattson offer?

Gary Herman Mattson specializes in Financial Planning, Investment Management. Contact their office in KENTWOOD, Michigan for a consultation.

What are Gary Herman Mattson's credentials?

Gary Herman Mattson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Herman Mattson located?

Gary Herman Mattson 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 Gary Herman Mattson charge for services?

Gary Herman Mattson'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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