AdvisorOS Directory
Claim Profile
LS

Laurel Audrey Steward

MATTSON FINANCIAL SERVICES, LLC·KENTWOOD, Michigan
Unclaimed Profile
3226 28TH STREET SE, KENTWOOD, MI 49512CRD# 7147070Firm CRD# 153067
01

About

Laurel Audrey Steward 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.

02

Focus Areas

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

Firm Overview

Firm
MATTSON FINANCIAL SERVICES, LLC
MATTSON FINANCIAL SERVICES, LLC
AUM
$296M
Regulatory assets under management
Employees
8
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 7147070
Firm CRD# 153067
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KENTWOOD?

Browse all registered financial advisors in KENTWOOD, Michigan or claim this profile if it's yours.

Browse KENTWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Laurel Audrey Steward offer?
Laurel Audrey Steward specializes in Financial Planning, Investment Management. Contact their office in KENTWOOD, Michigan for a consultation.
What are Laurel Audrey Steward's credentials?
Laurel Audrey Steward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurel Audrey Steward located?
Laurel Audrey Steward 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 Laurel Audrey Steward charge for services?
Laurel Audrey Steward'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KENTWOOD
John Anthony Kailunas — REGAL INVESTMENT ADVISORS LLCBrian Dale Yarch — REGAL INVESTMENT ADVISORS LLCDonald Nate Carlson — REGAL INVESTMENT ADVISORS LLCJames Carroll Tassoni — REGAL INVESTMENT ADVISORS LLCJeff Maxey — KMS INVESTMENT SERVICES, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile