A complete list of active advisors currently associated with Mattson Financial Services, LLC
Warmer can help you find a great advisor at Mattson Financial Services, LLC or one who fits your needs even better.
Mattson Financial Services, LLC provides fee‑based financial planning, discretionary portfolio management, and retirement‑plan consulting to individuals, trusts, estates and business clients. The firm offers both integrated investment management and standalone financial planning and acts as a wrap‑fee program sponsor through third‑party platforms. Investment management is asset‑allocation driven and typically uses equities, ETFs, fixed income and cash, with periodic rebalancing and a mix of fundamental, quantitative and technical analyses; the firm also uses Nitrogen (formerly Riskalyze) to quantify client risk scores and align portfolios. MFS frequently implements model portfolios and third‑party managers via platform providers and discloses use of co‑advisor arrangements for certain strategies and reporting. Several operational features distinguish MFS from many peers: the brochure discloses a 2019 Stipulation and Consent Order with the State of Florida related to registration exemptions, and the firm conducts public seminars and workshops for investor education. The firm also highlights access to alternative investments through a third‑party platform (AE Wealth/CAIS), a wrap‑fee offering, and affiliations with tax preparation and insurance entities—arrangements that affect product availability, potential conflicts of interest, and reporting.
To learn more about the advisors currently working at Mattson Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kentwood, MI
| 1
| |
Kentwood, MI
| 9
| |
Kentwood, MI
| 3
| |
Kentwood, MI
| 16
| |
Kentwood, MI
| 0
| |
Kentwood, MI
| 1
| |
Kentwood, MI
| 11
| |
Kentwood, MI
| 5
| |
Kentwood, MI
| 7
|
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