Best Investors Account Sign in
Inactive

Marcus Maxwell Grost

Mattson Financial Services, LLC

Kentwood, MI

Claim This Profile
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
Plante Moran Financial Advisors Auburn Hills MI 10/2022 09/2023
Jackson National Life Insurance Lansing MI 08/2020 04/2022
Horrocks Farmers Market Lansing MI 05/2016 08/2019
Mattson Financial Services, Llc Kentwood MI 11/2023 Present
Full-Time Student Lansing MI 08/2010 04/2022
Lakeview Financial Group, Llc Kentwood MI 06/2024 Present
Plante Moran Financial Advisors Auburn Hills MI 06/2022 10/2022
Previous Registrations
Other Businesses

Lakeview Financial Group, LLC; Yes; Kentwood, MI; Insurance Sales; Insurance Agent; 06/2024; 40/ HRS MO; 0/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-21
  • S65 Uniform Investment Adviser Law Examination
    2022-10-21

View on SEC IAPD

Other Firms

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

Other Investors

SCOTT RICHARD FLYNN
CHRISTOPHER MARK PETERSON
MARK ANDREW JONES
JILL ANNE VEENSTRA
Robin Miller Drews
BRIAN DALE YARCH
CARLOS ALBERTO GUZMAN
SCOTT PHILLIP HANSON

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

More in Kentwood, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor