Home
›
Firms
›
MATTERN WEALTH MANAGEMENT LLC
MATTERN WEALTH MANAGEMENT LLC
LAWRENCE, Kansas
·
2 registered advisors
·
CRD# 304520
SEC# 801-116993
0
785-842-7680
01
Firm Overview
AUM
$482M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MATTERN WEALTH MANAGEMENT LLC
2 registered advisors
David Wayne Mattern
LAWRENCE, Kansas
CRD# 3160075
Kyle Jordan Cross
LAWRENCE, Kansas
CRD# 5792830
05
Office Locations
LAWRENCE, Kansas
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MATTERN WEALTH MANAGEMENT LLC (CRD# 304520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.