Laurel Audrey 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

• 05/2014 → Present
  Lakeview Financial Group, Llc
  Kentwood, MI
• 05/2014 → Present
  Lakeview Financial Group, Llc
  Kentwood, MI
• 05/2014 → Present
  Mattson Financial Services, Llc
  Kentwood, MI
• 07/2021 → Present
  Mattson Financial Services, Llc
  Kentwood, MI

Other Businesses

Lakeview Financial Group, LLC; investment related; 3226 28th Street SE, Kentwood, MI 49512; Insurance Sales; Dir. of Operations/Agent; 5/2014; 68 hours/month; 4 hours during trading; Insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-22