Mattson Financial Services, LLC

Overview

Mattson Financial Services, LLC is an SEC registered investment adviser based in Kentwood, MI, registered since 2010. It reports $515M in assets under management across 3,211 accounts, with 22 employees. It has 8 investment adviser representatives.

Reported AUM

$515M

Discretionary

100%

Accounts

3,211

Average account

$16K

Employees

22

Advisory reps

8

Registered since

2010

Jurisdictions

3

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Gary Herman Mattson Managing Member, Ia Representative CRD 2220839
• Laurel Audrey Steward Member, Chief Compliance Officer, Ia Representative CRD 7147070
• Gerald Douglas Green Jr Member, Ia Representative CRD 6342617

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• Michael Tyler Cohen Investment Adviser Rep CRD 7251816
• Gerald Douglas Green Jr. Insurance Agent · Investment Adviser Rep CRD 6342617
• Marcus Maxwell Grost Insurance Agent · Investment Adviser Rep CRD 7646938

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3226 28th St SE
Kentwood, MI 49512

County

Kent

Metro area

Grand Rapids-Kentwood, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: mattsonfinancial.com

Every state, with registration dates

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