Michael Tyler Cohen

Employer firm

Mattson Financial Services, LLC CRD 153067

$515M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars
• 401K CONSULTING SERVICES

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

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

Current Employers

Employment History

• 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
  Mattson Financial Services, Llc
  Kentwood, MI
• 12/2024 → Present
  La&H Insurance Licenses
  Kentwood, MI
• 03/2024 → Present
  Mattson Financial Services, Llc
  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

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