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3226 28Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mattson Financial Services, Llc | Kentwood | MI | 11/2024 | Present |
| Full Time Student | St. Johns | MI | 01/2014 | 05/2021 |
| Mattson Financial Services, Llc | Kentwood | MI | 05/2021 | 11/2024 |
| Lakeview Financial Group, Llc | Kentwood | MI | 09/2022 | Present |
| Lakeview Financial Group, Llc | Kentwood | MI | 05/2021 | 09/2022 |
Lakeview Financial Group, LLC; Yes; Kentwood, MI; Insurance Services; Insurance Agent; 09/2022; 80/ HRS MO; 80/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
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