CD
CD

Corey Robert Davis

3 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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
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Location

3226 28th Street Se, Kentwood, MI, 49512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Corey works full-time as a client services manager at Lakeview Financial Group, LLC, where he also handles insurance sales and services. Additionally, Corey owns Corey Davis Films, LLC, a wedding videography business, dedicating a few hours per week to it.

Employment History
Current Registrations
Mattson Financial Services, LLC
February 2022 - Present · 4 yrs
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.