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3226 28Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Financial Group, Llc | Kentwood | MI | 05/2014 | Present |
| Lakeview Financial Group, Llc | Kentwood | MI | 05/2014 | Present |
| Mattson Financial Services, Llc | Kentwood | MI | 05/2014 | Present |
| Mattson Financial Services, Llc | Kentwood | MI | 07/2021 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-22 |
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