Perry Joseph Mattern

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Cherry Creek, CO
• 11/2016 → 01/2019
  Wells Fargo Clearing Services, Llc
  Cherry Creek, CO
• 01/2019 → Present
  Mattern Capital Management, Llc
  Lakewood, CO

Previous Registrations

• 2008-01-01 → 2019-02-19
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 2001-01-23 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Evergreen, CO
  Denver, CO
  St. Louis, MO
  Evergreen, CO

Other Businesses

RAW LAND LOCATED IN PINAL COUNTY, ARIZONA; INVESTMENT RELATED; PINAL COUNTY, ARIZONA; 14.58% OWNERSHIP; START DATE 4/2013; 0 HRS PER MONTH. MATTERN LAND DEVELOPMENT LLC; INVESTMENT RELATED; EVERGREEN, CO; OWNER; LAND ACQUISITION FOR INVESTMENT; START DATE 5/2013; 0 HRS PER MONTH. AZ346, LLC; NON INV RELATED; EVERGREEN, CO; HOLDING A CONDO'S OWNERSHIP THAT WILL BE RENTED OUT; OWNER/MANAGER; START 08/15/2022: 0 HRS/MO; 0 DURING TRADING. R3B INVESTMENT LLC; SCOTTSDALE, AZ; INVESTMENT RELATED; HOLDS OWNERSHIP IN OTHER BUSINESS' 0 HOURS PER MONTH. MATTERN FAMILY VENTURES LLC; INVESTMENT RELATED; HOLDS OWNERSHIP IN BUSINESSES AND OTHER VENTURES; 0 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-25

Designations

• Certified Financial Planner