Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Pahrump, NV 89048
Interactive Financial Advisors
Multi-team
Teresa Mattson is a financial advisor at Interactive Financial Advisors with a Series 65 designation. She has five years of experience at Ernham LLC and has prior work experience in aviation fuel systems repair and healthcare. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.
Based on Interactive Financial Advisors
Based on Interactive Financial Advisors
Fixed fee for financial planning services ranging from $48 to $7,500 (negotiable)
$0 - $24,999: 0.95% - 2.45% (Non 403b Accounts); 1.02% – 2.52% (403b Accounts) $25,000 - $49,999: 0.90% - 2.40% (Non 403b Accounts); 0.97% – 2.47% (403b Accounts) $50,000 - $249,999: 0.80% - 2.30% (Non 403b Accounts); 0.87% – 2.37% (403b Accounts) $250,000 - $499,999: 0.71% - 1.91% (Non 403b Accounts); 0.72% – 1.92% (403b Accounts) $500,000 - $999,999: 0.62% - 1.82% (Non 403b Accounts); 0.57% – 1.77% (403b Accounts) $1,000,000+: 0.50% - 1.70% (Non 403b Accounts); 0.42% – 1.62% (403b Accounts) $1,000 - $24,999: 1.35% Legacy Service $25,000 - $49,999: 1.30% Legacy Service $50,000 - $249,999: 1.25% Legacy Service $250,000 - $499,999: 1.21% Legacy Service $500,000+: 1.00% Legacy Service
Some Investment Adviser Representatives (IARs) are registered representatives and may receive commissions including 12b-1 fees from broker-dealers; insurance commissions also possible
$100 to $400 per hour for financial consulting services (negotiable)
Account minimum: $1,000 Minimum fee: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more in Invest With Trust; $12.50 per quarter for Legacy service accounts Fee-only: Fee-only independent financial adviser; portfolio management fees based on asset tiers as above; fixed fees for financial planning $48 to $7,500 (negotiable); hourly consulting $100 to $400 per hour (negotiable)
Pahrump, NV
1971 Pahrump Valley Blvd Ste D
Pahrump NV 89048
Advisors at this office
1
Nevada
< 1 year of industry experience
Ernham LLC
2021 - Present • 5 years
Pahrump, NV
Aviation Fuel Systems Repair Inc.
2017 - 2021 • 4 years
Ontario, CA
Saddleback Memorial Med Ctr
2008 - 2021 • 13 years
Laguna Hills, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Pahrump, NV
Actuarial Direct LLC
Kaylee Wallentine is a financial advisor at Actuarial Direct LLC with a Series 65 designation and three years of industry experience. She previously worked at the Institute of Applied Actuarial Science and Actuarial Management Corporation. Actuarial Direct LLC provides discretionary portfolio management primarily using ETFs for individual and institutional clients. The firm employs quantitative techniques such as mean-variance optimization and the Black–Litterman model, managing all assets in-house and conducting weekly account reviews.
Series 66
Pahrump, NV
Edward Jones
Robert Adams Jr. is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held various roles in the mortgage industry between 2014 and 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and services under a fiduciary standard.
Series 66
Pahrump, NV
Edward Jones
Jeffrey Dye is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Amica Insurance Company from 2017 to 2020 and held roles at Laquinta Inn and Suites and Hallmark Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Pahrump, NV
LPL Financial
Douglas Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His career includes roles at Waddell & Reed Inc and several independent advisory firms. In addition to his advisory work, he owns a business entity called On-Target Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party subadvisors, and advanced technologies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")