Best Investors Account Sign in
Inactive

Ryan Eileen Cashman

Mattern Capital Management, LLC

Lakewood, CO

CRD 4031638

Claim This Profile
Employer firm

Mattern Capital Management, LLC CRD 299342

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mattern Capital Management, Llc

165 S. Union Blvd Suite 780, Lakewood, CO 80228 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-10
CO RA APPROVED 2019-02-11
  • TX RA
    APPROVED
    Since 2020-08-10
  • CO RA
    APPROVED
    Since 2019-02-11

Branch Locations

165 S. Union Blvd Suite 780, Lakewood, CO 80228 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Cherry Creek CO 05/2009 11/2016
Wells Fargo Clearing Services, Llc Cherry Creek CO 11/2016 02/2019
Mattern Capital Management, Llc Lakewood CO 02/2019 Present
Previous Registrations
  • 2008-01-01 → 2019-02-14
    Denver, CO
  • 2006-05-24 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Evergreen, CO
    Denver, CO
    Evergreen, CO
    St. Louis, MO
Other Businesses

ALL STITCHED UP GUITARS, LLC; NOT INVESTMENT RELATED; 6568 W NOVA DRIVE, LITTLETON, CO 80128; MEMBER; MINIMAL COMPENSATION RECEIVED; REPURPOSES GUITARS INTO BOOKSHELVES; 0 HOURS DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-23
S63 Uniform Securities Agent State Law Examination 1999-11-16
  • S66 Uniform Combined State Law Examination
    2006-05-23
  • S63 Uniform Securities Agent State Law Examination
    1999-11-16
Other Names
  • Ryan Eileen Conrad

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Lakewood, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor