Taylor Franklin Steward

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

• 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

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