David Mattern

David Mattern

Principal & Founder of Mattern Wealth Management
Lawrence, Kansas, United States

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Work Experience

Mattern Wealth Management

Principal & Founder

2019-10-01 - Present

Mattern Wealth Management Group of Wells Fargo Advisors

Managing Director - Investment Officer, Senior PIM Portfolio Manager, Branch Manager

2008-12-01 - 2019-10-01

Wachovia Securities, LLC

First Vice President - Investments

2007-10-01 - 2008-12-01

A.G. Edwards & Sons, Inc.

Vice President - Investments

2001-04-01 - 2007-10-01

Skills

wealth management financial planning financial services investment management asset management portfolio management retirement planning legacy planning wealth advisory fiduciary advisor feeonly financial planning holistic financial planning asset allocation investment advisory comprehensive financial planning financial advisory tax planning estate planning family wealth management small business financial planning

Languages

No Languages Available