MATTSON FINANCIAL SERVICES, LLC
CRD #153067 SEC #801-120063 KENTWOOD, MI 800-536-8907
SEC Registered Disclosures
Total AUM
$387M
Discretionary
$387M
Employees
9
Clients
1
Accounts
2,793
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, COREY, ROBERT | I | MEMBER | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| DAVIS, COREY, ROBERT | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| GREEN, GERALD, DOUGLAS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/IAR/CCO | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | NA | |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/IAR/CCO | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/IAR/CCO | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/IAR | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/IAR/CCO | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| MATTSON, GARY, HERMAN | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| STEWARD, LAUREL, AUDREY | I | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B | |
| Steward, Taylor, Franklin | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | B |
Registrations
Federal
IA
Sep 5, 2025 REGISTERED
Notice Filings (4)
FL LA MI TX
Address
3226 28TH STREET SEKENTWOOD, MI 49512
United States
Phone: 800-536-8907