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Mattson Financial Services, LLC CRD 153067
$515M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
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 |
|---|---|---|---|---|
| Mattson Financial Services, Llc | Kentwood | MI | 02/2022 | 08/2026 |
| Lakeview Financial Group, Llc | Kentwood | MI | 11/2021 | 08/2026 |
| Corey Davis Films, Llc | Middleville | MI | 01/2020 | Present |
| Pnc Bank | Grand Rapids | MI | 12/2014 | 11/2016 |
| Lakeview Financial Group, Llc | Kentwood | MI | 11/2016 | 08/2026 |
| Ehg Insurance Brokerage Llc | Indianapolis | IN | 08/2026 | Present |
| Ehg Wealth Management Llc | Indianapolis | IN | 08/2026 | Present |
EHG INSURANCE BROKERAGE LLC; INV-REL; INDIANAPOLIS, IN; INSURANCE SALES AND SERVICES; START 08/2026; 160 HRS/MO; 130 HRS DURING SECURITIES TRADING. COREY DAVIS FILMS, LLC; NOT INV-REL; MIDDLEVILLE, MI; OWNER; WEDDING VIDEOGRAPHY; START 01/2020; 6 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-30 |
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