Gary Herman Mattson

Mattson Financial Services, LLC

15 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management

Mattson Financial Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

1,007 clients

Average Client Portfolio

$384K average

Assets Under Management

$387.0M

Fee Structure

Minimum Investment:None

Location

3226 28th Street Se, Kentwood, MI, 49512

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History

Regulatory History (1)

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Employment Separation After Allegations

August 2004

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Other Business ActivitiesSells Insurance

Gary is involved in several outside business activities. He spends nearly full-time at Lakeview Financial Group, LLC providing insurance services, fixed life & annuity products, health insurance, and tax preparation. He also has roles at Mattson Insurance Agency LLC and Midwest-E-Store DBA Midwest-E-Properties.

Employment History

Current Registrations

Mattson Financial Services, LLC

October 2010 - Present · 15 yrs 4 mos

Previous Registrations

Brookstreet Capital Management

February 2006 - September 2006 · 7 mos

State Registrations2 states

MITX

Advisor

Exams

No exam information available for this advisor.