Kelly
Freeman

Mattern Capital Management, LLC

CRD#6936191
Investment Advisor
in Denver, CO

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About this Advisor

Kelly Freeman is a financial advisor working out of Denver, Colorado. Freeman is an advisor for Mattern Capital Management, LLC. Throughout their career, they have worked at University Of Kansas, University Of New South Wales, Mariner Holdings, Travelers Insurance, Creative Planning and Mattern Capital Management, LLC. Freeman has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Colorado. Mattern Capital Management, LLC is a registered investment business based out of Denver, CO. It has a total of six people on staff. It oversees $722 million in total assets among its 1,087 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 1,087 accounts, 51% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely depend on which services are provided. Fee types billed by Mattern Capital Management, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

165 S. Union Blvd Suite 780
Denver, CO 80228

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Mattern Capital Management, LLC Brokerage Details

Total Assets Under Management

$722,449,196

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

1,087

CO Average: 1,101
Average Account Size

$664,627

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kelly Freeman Work History

Kelly has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Mattern Capital Management, LLC

2018 - 2022 (4 years)

Creative Planning

2017 - 2018 (1 year)

Mariner Holdings

2016 - 2017 (1 year)

Travelers Insurance

2013 - 2013 (< 1 year)

University Of New South Wales

2011 - 2015 (4 years)

University Of Kansas

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kelly Freeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mattern Capital Management, LLC

Kelly Freeman
Denver, CO
Ryan Dow
Denver, CO
Ryan Cashman
Denver, CO
Perry Mattern
Denver, CO
Parveen Gupta
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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