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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-13-2010
- Office Locations
- 1
Office Locations
About Mattson Financial Services, LLC
Mattson Financial Services is a Michigan-based advisory firm serving retirees, families, young professionals and business owners with personalized planning and retirement second opinions. Through its “Mattson Map” process, the team combines wealth and health planning with tax, estate, insurance and legacy strategies. Portfolios emphasize asset allocation using ETFs and mutual funds, custodied primarily at Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GARY HERMAN MATTSON
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner
- CRD
- #2220839
- Ownership
- 50% but less than 75%
LAUREL AUDREY STEWARD
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #7147070
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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MICHAEL TYLER COHEN
Advisor
- CRD
- #7251816
COREY ROBERT DAVIS
Advisor
- CRD
- #7147078
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $514,734,350 | $160,503 |
| Non-Discretionary | $246,518 | $61,630 |
| Total | $514,980,868 | $160,380 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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