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Caleb Douglas Regan

Mattern Wealth Management LLC

Lawrence, KS

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Current Employers
Mattern Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-08-05
  • KS RA
    APPROVED
    Since 2026-08-05

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
OrganizationCityStateFromTo
Mattern Wealth Management, Llc Lawrence KS 08/2026 Present
Ku Endowment Association Lawrence KS 04/2022 07/2026
Corpus Christi Catholic Church Lawrence KS 03/2018 05/2022
Ogden Publications, Inc. Topeka KS 09/2008 03/2018
  • 08/2026 → Present
    Lawrence, KS
  • 04/2022 → 07/2026
    Ku Endowment Association
    Lawrence, KS
  • 03/2018 → 05/2022
    Corpus Christi Catholic Church
    Lawrence, KS
  • 09/2008 → 03/2018
    Ogden Publications, Inc.
    Topeka, KS
Other Businesses

1) Corpus Christi School Endowment, Lawrence, KS; Not Investment Related; Nonprofit endowment in support of a K-8th Catholic School; Trustee & Chair of Board of Trustees; Start Date: 11/27/2023; Volunteer capacity: coordinate trustee meetings, distribute quarterly investment reports to the Board of Trustees, facilitate the annual distribution from the endowment in accordance with the endowment's governing policies and board decisions. Approximately spend 0.25 hrs/month; -0- hrs/month during trading hours. 2) Dave Regan Memorial Scholarship Fund/ ran through Douglas County Community Foundation (DCCF), Lawrence, KS; Not Investment Related; Founder of a Scholarship fund; Start date: 7/8/2021; Member of the scholarship selection committee that reviews applications each year and selects the recipient, promotes the fund to alums & nonprofit fundraising for the fund. DCCF is a Nonprofit foundation and any gifts to the fund are charitable gifts. Approximately spend 0.5 hrs/month; -0- hrs/month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-02
  • S65 Uniform Investment Adviser Law Examination
    2026-07-02

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