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Kelly Nicole Freeman

Mattern Capital Management, LLC

Lakewood, CO

CRD 6936191

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Employer firm

Mattern Capital Management, LLC CRD 299342

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Nearby Firms

FINANCIAL SECURITY MANAGEMENT, INC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

Kemper Lee Baum
Adam Williams
DOUGLAS FRANK JOHNSON

Nearby Offices

FINANCIAL SECURITY MANAGEMENT, INC · LAKEWOOD, CO
EDWARD JONES · LAKEWOOD, CO
ALLSTATE FINANCIAL ADVISORS, LLC · Lakewood, CO

More in Lakewood, CO

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