Best Investors
Account
Sign in
Best Investors
Account
Sign in
Mattson Financial Services, LLC CRD 153067
$515M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3226 28Th Street Se, Kentwood, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mattson Financial Services, Llc | Kentwood | MI | 03/2017 | Present |
| Lakeview Financial Group, Llc | Kentwood | MI | 06/2016 | Present |
LAKEVIEW FINANCIAL GROUP, LLC; INSURANCE AGENT; INSURANCE SALES AND SERVICES; 25% OF TIME SPENT IN THIS BUSINESS PRACTICE; KENTWOOD, MI; 06/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-12 |
Reach out to this advisor