Kyle Jordan Cross

Current Employers

Mattern Wealth Management Llc

1811 Wakarusa Drive Suite 103, Lawrence, KS 66047 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2019-10-14

KS RA
APPROVED

Since 2019-10-14

Branch Locations

1811 Wakarusa Drive Suite 103, Lawrence, KS 66047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Lawrence	KS	05/2012	11/2016
Wells Fargo Clearing Services, Llc	Lawrence	KS	11/2016	10/2019
Mattern Wealth Management Llc	Lawrence	KS	10/2019	Present

05/2012 → 11/2016

Wells Fargo Advisors Llc

Lawrence, KS
11/2016 → 10/2019

Wells Fargo Clearing Services, Llc

Lawrence, KS
10/2019 → Present

Mattern Wealth Management Llc

Lawrence, KS

Previous Registrations

2012-05-29 → 2019-10-15

Wells Fargo Clearing Services, Llc

Lawrence, KS
2011-07-05 → 2012-03-14

Securian Financial Services, Inc.

Overland Park, KS

Other Businesses

CROSS REAL ESTATE HOLDINGS LLC; NOT INVESTMENT RELATED; HIGHLAND, KS; 100% OWNER; RENTAL INCOME; START: 10/1/2025; 1 HR/MONTH/ 0 DURING TRAING HOURS; DUTIES: LANDLORD.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-07-01

S66 Uniform Combined State Law Examination

2011-07-01

Designations

View on SEC IAPD

Current Employers

Mattern Wealth Management Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews