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Kelly Nicole Freeman

Mattern Capital Management, LLC

Lakewood, CO

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Current Employers
Mattern Capital Management, Llc

165 S. Union Blvd Suite 780, Lakewood, CO 80228 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
TX RA APPROVED_RES 2024-03-11
  • CO RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2024-03-11

Branch Locations

165 S. Union Blvd Suite 780, Lakewood, CO 80228 • 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
Mariner Holdings Overland Park KS 02/2017 03/2018
Travelers Insurance Overland Park KS 02/2016 02/2017
Creative Planning Overland Park KS 04/2018 02/2022
Mattern Capital Management, Llc Lakewood CO 12/2022 Present
Unemployed Denver CO 03/2022 11/2022
  • 02/2017 → 03/2018
    Mariner Holdings
    Overland Park, KS
  • 02/2016 → 02/2017
    Travelers Insurance
    Overland Park, KS
  • 04/2018 → 02/2022
    Creative Planning
    Overland Park, KS
  • 12/2022 → Present
    Mattern Capital Management, Llc
    Lakewood, CO
  • 03/2022 → 11/2022
    Unemployed
    Denver, CO
Previous Registrations
  • 2018-06-28 → 2022-02-16
    Creative Planning
    Leawood, KS
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-28
  • S65 Uniform Investment Adviser Law Examination
    2018-06-28

View on SEC IAPD

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Other Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
WELLS FARGO CLEARING SERVICES, LLC · LAKEWOOD, CO
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKEWOOD, CO

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