Unclaimed Profile

Gerald Douglas Green

MATTSON FINANCIAL SERVICES, LLC·KENTWOOD, Michigan

MATTSON FINANCIAL SERVICES, LLC

3226 28TH STREET SE, KENTWOOD, MI 49512CRD# 6342617Firm CRD# 153067

Profile Verification

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

Identity

Gerald Douglas Green · KENTWOOD, MI

Registration

CRD #6342617 · MATTSON FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Gerald Douglas Green is a registered financial advisor based in KENTWOOD, Michigan, affiliated with MATTSON FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MATTSON FINANCIAL SERVICES, LLC

AUM

$296M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MATTSON FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 6342617

Firm CRD# 153067

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerald Douglas Green offer?

Gerald Douglas Green specializes in Financial Planning, Investment Management. Contact their office in KENTWOOD, Michigan for a consultation.

What are Gerald Douglas Green's credentials?

Gerald Douglas Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Douglas Green located?

Gerald Douglas Green 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 Gerald Douglas Green charge for services?

Gerald Douglas Green'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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