Dave Mattern
Algemeen Directeur bij Mattern Wealth Management LLC
Profiel
Mr. David W.
Mattern is a Principal & Founder at Mattern Wealth Management LLC.
Over the past 28 years he has served the financial planning needs of families while developing strategic solutions driven by client goals.
He takes pride in helping clients navigate the everchanging landscape of the financial markets.Mr. Mattern was previously employed as a Managing Director by Wells Fargo Advisors Financial Network LLC.
He received his undergraduate degree from Dickinson State University.
Actieve functies van Dave Mattern
| Bedrijven | Functie | Begin |
|---|---|---|
Mattern Wealth Management LLC
 Mattern Wealth Management LLC Investment ManagersFinance Mattern Wealth Management LLC (MWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lawrence, Kansas. The firm was founded by David “Dave” Mattern in 2019. MWM offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. | Algemeen Directeur | 01-06-2019 |
Eerdere bekende functies van Dave Mattern
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 01-10-2019 |
Opleiding van Dave Mattern
| Dickinson State University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Mattern Wealth Management LLC
Mattern Wealth Management LLC Investment ManagersFinance Mattern Wealth Management LLC (MWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lawrence, Kansas. The firm was founded by David “Dave” Mattern in 2019. MWM offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
