Gary
Mattson
Mattson Financial Services, LLC
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About this Advisor
Gary Mattson is a financial advisor based in Grand Rapids, Michigan who has 13 years of relevant experience. Mattson is on the advisory team at Mattson Financial Services, LLC. Mattson has gained experience at Mattson Financial Services, LLC, Mattson Insurance Agency LLC, Lakeview Financial Group, LLC and Gradient Securities, LLC. Mattson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Michigan and Texas. Mattson Financial Services, LLC is an advisory company operating out of Grand Rapids, MI. It controls $234 million in total assets between its 2,298 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 2,298 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Mattson Financial Services, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice largely vary depending on the financial services offered. Fees charged by Mattson Financial Services, LLC can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mattson Financial Services, LLC Brokerage Details
$233,728,861
5
2,298
$101,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Gary Mattson Work History
Gary has been registered as a financial advisor for 13 years.*
Mattson Financial Services, LLC
Mattson Insurance Agency LLC
Lakeview Financial Group, LLC
Gradient Securities, LLC
Mattson Financial Services, LLC
*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 Gary Mattson 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 Mattson Financial Services, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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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