Marcus
Mattern

Mattern Wealth Management LLC

CRD#6538134
Investment Advisor
in Lawrence, KS

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About this Advisor

Marcus Mattern is a financial advisor operating out of Lawrence, Kansas with 4 years of relevant experience. Mattern is an advisor for Mattern Wealth Management LLC. During their career, the advisor has held roles at Corpus Christi Catholic School, Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, University Of Kansas, Mattern Wealth Management, LLC and Wells Fargo Advisors, LLC. Mattern has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Kansas. Mattern Wealth Management LLC is a financial advisory company headquartered in Lawrence, KS. It has $420 million in assets under management between its 1,310 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 1,310 customer accounts, 21% are associated with high-net-worth clients who have greater than $1 million in assets. Mattern Wealth Management LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by Mattern Wealth Management LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1811 Wakarusa Drive Suite 103
Lawrence, KS 66047

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Mattern Wealth Management LLC Brokerage Details

Total Assets Under Management

$420,435,907

KS Average: $2,243,162,756
Total Number of Employees

5

KS Average: 44
Total Number of Accounts

1,310

KS Average: 4,091
Average Account Size

$320,943

KS Average: $548,316

Investment Advisory Services

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

Marcus Mattern Work History

Marcus has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mattern Wealth Management, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors

2011 - 2015 (4 years)

Corpus Christi Catholic School

2011 - 2016 (5 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 Marcus Mattern 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 Wealth Management LLC

Kyle Cross
Lawrence, KS
Marcus Mattern
Lawrence, KS
David Mattern
Lawrence, KS

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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