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3226 28Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-29 |
| MI | RA | APPROVED | 2010-10-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mattson Financial Services, Llc | Kentwood | MI | 01/2010 | Present |
| Mattson Insurance Agency Llc | Kentwood | MI | 09/2007 | Present |
| Lakeview Financial Group, Llc | Kentwood | MI | 01/2000 | Present |
| Mattson Financial Services, Llc | Kentwood | MI | 01/2010 | 07/2021 |
FIXED INSURANCE SALES. 1)LAKEVIEW FINANCIAL GROUP, LLC, INVESTMENT-RELATED, KENTWOOD, MI; INSURANCE SERVICES; FIXED LIFE & ANNUITY PRODUCTS, HEALTH INS, TAX PREP; MEMBER/INSURANCE AGENT; APPROX. 126 HRS/MO SPENT IN THIS BUSINESS. 2) Mattson Insurance Agency LLC ; INVESTMENT-RELATED; KENTWOOD, MI; PERSONAL REPRESENTATATIVE TO DANIEL VASOVIC, LLC; DUTIES: WEEKLY MEETINGS TO DISCUSS INSURANCE, INVESTING. CONSULTING; START: 2009; 7 HRS/MONTH; 5% OF GROSS PROFIT. 3) Mattson Insurance Agency LLC; PROPERTY & CASUALTY INSURANCE; MEMBER; START: 01/01/2006; 4 HRS/MONTH; $100 MONTHLY. 4) MIDWEST-E-STORE DBA MIDWEST-E-PROPERTIES; PROPERTY MANAGEMENT; MANAGING MEMBER; START: 01/01/2007; 2 HRS/MONTH; $1615 MONTHLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-02 |
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