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Inactive

Taylor Franklin Steward

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 2026-01-05
TX RA APPROVED 2019-04-10
  • MI RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2019-04-10

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
Mattson Financial Services, Llc Kentwood MI 04/2019 Present
Fred Haight Insurance Agency Muir MI 03/2018 12/2018
Native Retrievers Lake Odessa MI 03/2016 12/2019
Lakeview Financial Group, Llc Kentwood MI 10/2014 Present
  • 04/2019 → Present
    Mattson Financial Services, Llc
    Kentwood, MI
  • 03/2018 → 12/2018
    Fred Haight Insurance Agency
    Muir, MI
  • 03/2016 → 12/2019
    Native Retrievers
    Lake Odessa, MI
  • 10/2014 → Present
    Lakeview Financial Group, Llc
    Kentwood, MI
Other Businesses

1) Lakeview Financial Group, LLC; Kentwood, MI; Insurance Agent; Insurance Sales and Services; 10/2014; 25% of time spent in this business practice

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-21
  • S65 Uniform Investment Adviser Law Examination
    2019-03-21

View on SEC IAPD

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STREAMSONG ADVISORS, LLC
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Other Investors

SCOTT RICHARD FLYNN
CHRISTOPHER MARK PETERSON
MARK ANDREW JONES
JILL ANNE VEENSTRA
Robin Miller Drews
BRIAN DALE YARCH
CARLOS ALBERTO GUZMAN
SCOTT PHILLIP HANSON

Other Offices

REGAL INVESTMENT ADVISORS LLC · KENTWOOD, MI
CENTENNIAL SECURITIES COMPANY, INC. · GRAND RAPIDS, MI
FIFTH THIRD SECURITIES, INC. · GRAND RAPIDS, MI
PFS INVESTMENTS INC. · GRAND RAPIDS, MI
RAPIDS FINANCIAL LLC · KENTWOOD, MI
BROHL FINANCIAL LLC · GRAND RAPIDS, MI
STREAMSONG ADVISORS, LLC · GRAND RAPIDS, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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