Mattson Financial Services, LLC

CRD 153067 · Kentwood, MI · $515.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 153067
SEC number: 801-120063
Firm type: RIA
Assets under management: $515.0M as of Jun 16, 2026
Website: www.instagram.com/EXPLORE/LOCATIONS/325581424306203/MATTSON-FINANCIAL-SERVICES ↗
Phone: 800-536-8907
Address: 3226 28th Street Se, Kentwood, MI, 49512

Advisors at this firm

9 in our index · page 1 of 1

Michael Tyler CohenCRD 7251816 · Kentwood, MI

IA Registered
Corey Robert DavisCRD 7147078 · Kentwood, MI

IA Registered
Gerald Douglas GreenCRD 6342617 · Kentwood, MI

IA Registered
Marcus Maxwell GrostCRD 7646938 · Kentwood, MI

IA Registered
Gary Herman MattsonCRD 2220839 · Kentwood, MI

IA Registered

Disclosure event(s) on record
Riley Reid RuffCRD 8014560 · Kentwood, MI

IA Registered
David Christian SponhauerCRD 5939377 · Kentwood, MI

IA RegisteredRegistration inactive
Laurel Audrey StewardCRD 7147070 · Kentwood, MI

IA Registered
Taylor Franklin StewardCRD 7093084 · Kentwood, MI

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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