Howard Richard Mattson

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Williamstown, NJ

Previous Registrations

• 2008-10-31 → 2023-09-01
  Osaic Services, Inc.
  Deptford, NJ
  Turnersville, NJ
  Williamstown, NJ
• 2007-12-12 → 2008-10-31
  American General Securities Incorporated
  Woodbury, NJ
  Haddon Township, NJ
  Haddon Township, NJ
  Haddon Township, NJ

Other Businesses

1) HOWARD MATTSON, INDEPENDENT INSURANCE SALES, COMMENCED 12/2000 , SOLE PROPRIETORSHIP, INVESTMENT RELATED, 2 HOURS/MONTH TIME SPENT, 100% OWNERSHIP, AGENT/REP... 2) SAGEPOINT FINANCIAL, INC., CORP INVESTMENT ADVISOR INVESTMENT RELATED. IA SERVICES, MONITOR, REVIEW AND RECOMMEND. 50 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS. 1007 MANTUA PIKE SUITE 3 WEST DEPTFORD, NJ 08096 3) HOWARD MATTSON LLC DBA PLAN ONE FINANCIAL GROUP POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1998 ADDRESS: 901 COOPER ST, Suite 3, DEPTFORD NJ 08096, United States DESCRIPTION: Insurance sales & financial planning services. 4) POFG REAL ESTATE LLC POSITION: Member NATURE: Real estate holding company for a commercial building I've purchased. This is strictly to hold commercial office real estate assets and has no relation to the securities business otherwise. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2019 ADDRESS: 901 COOPER STREET, DEPTFORD NJ 08096, United States DESCRIPTION: As noted, this is simply a real estate holding company for a commercial building I'm in the process of purchasing. This is strictly to hold commercial office real estate assets and has no relation to the securities business otherwise. 5) PLAN ONE FINANCIAL GROUP POSITION: Owner NATURE: DBA Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2012 ADDRESS: 901 Cooper St, Deptford NJ 08096, United States DESCRIPTION: DBA Marketing Name 6) SOUTH HARRISON BOARD OF EDUCATION POSITION: BOARD MEMBER NATURE: VOLUNTEER POSITION ON LOCAL ELEMENTARY SCHOOL BOARD OF EDUCATION INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 904 MULLICA HILL RD, MULLICA HILL NJ 08062, United States DESCRIPTION: DISCUSS AND DEBATE ELEMTARY SCHOOL POLICY AND CIRRCULUM

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-13
• S63 Uniform Securities Agent State Law Examination
  1999-06-22

Other Names

• Howie Mattson