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Gerald Douglas Green

Mattson Financial Services, LLC

Kentwood, MI

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Current Employers
Mattson Financial Services, Llc

3226 28Th Street Se, Kentwood, MI 49512 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

3226 28Th Street Se, Kentwood, MI 49512 • 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
OrganizationCityStateFromTo
Mattson Financial Services, Llc Kentwood MI 03/2017 Present
Lakeview Financial Group, Llc Kentwood MI 06/2016 Present
Other Businesses

LAKEVIEW FINANCIAL GROUP, LLC; INSURANCE AGENT; INSURANCE SALES AND SERVICES; 25% OF TIME SPENT IN THIS BUSINESS PRACTICE; KENTWOOD, MI; 06/2016.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-15
S63 Uniform Securities Agent State Law Examination 2014-09-12
  • S65 Uniform Investment Adviser Law Examination
    2017-02-15
  • S63 Uniform Securities Agent State Law Examination
    2014-09-12
Other Names
  • Gerald Douglas Green
  • Jerry Green

View on SEC IAPD

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Other Offices

REGAL INVESTMENT ADVISORS LLC · KENTWOOD, MI
CENTENNIAL SECURITIES COMPANY, INC. · GRAND RAPIDS, MI
FIFTH THIRD SECURITIES, INC. · GRAND RAPIDS, MI
PFS INVESTMENTS INC. · GRAND RAPIDS, MI
RAPIDS FINANCIAL LLC · KENTWOOD, MI
BROHL FINANCIAL LLC · GRAND RAPIDS, MI
STREAMSONG ADVISORS, LLC · GRAND RAPIDS, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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