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Michael Tyler Cohen

Mattson Financial Services, LLC

Kentwood, MI

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Current Employers
Mattson Financial Services, Llc

3226 28Th Street Se, Kentwood, MI 49512 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-05
  • MI RA
    APPROVED
    Since 2025-09-05

Branch Locations

3226 28Th Street Se, Kentwood, MI 49512 • 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
Computer Aided Technology Pleasant Ridge MI 10/2021 12/2021
Fidelity Investments Novi MI 12/2021 11/2022
Axa Equitable Advisor Troy MI 05/2020 08/2020
Full Time Student Ann Arbor MI 09/2012 06/2021
Unemployed Ann Arbor MI 07/2021 09/2021
Unemployed South Lyon MI 12/2022 03/2023
Buckingham Strategic Wealth, Llc Clayton MI 04/2023 01/2024
Mattson Financial Services, Llc Kentwood MI 09/2025 Present
La&H Insurance Licenses Kentwood MI 12/2024 Present
Mattson Financial Services, Llc Kentwood MI 03/2024 Present
  • 10/2021 → 12/2021
    Computer Aided Technology
    Pleasant Ridge, MI
  • 12/2021 → 11/2022
    Fidelity Investments
    Novi, MI
  • 05/2020 → 08/2020
    Axa Equitable Advisor
    Troy, MI
  • 09/2012 → 06/2021
    Full Time Student
    Ann Arbor, MI
  • 07/2021 → 09/2021
    Unemployed
    Ann Arbor, MI
  • 12/2022 → 03/2023
    Unemployed
    South Lyon, MI
  • 04/2023 → 01/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MI
  • 09/2025 → Present
    Kentwood, MI
  • 12/2024 → Present
    La&H Insurance Licenses
    Kentwood, MI
  • 03/2024 → Present
    Kentwood, MI
Other Businesses

(1) LA&H Insurance Licenses; Yes; Kentwood, MI; Insurance Services; Insurance Agent; 12/2024; 120/ HRS MO; 120/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-14
  • S65 Uniform Investment Adviser Law Examination
    2025-08-14

View on SEC IAPD

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