David Mattern Email and Phone Number
David Mattern work email
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David Mattern personal email
David Mattern phone numbers
Dave is the Founder and Principal of Mattern Wealth Management. 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 ever-changing landscape of the financial markets.Before launching Mattern Wealth Management, he was a Managing Director and Senior Private Investment Management Portfolio Manager for Wells Fargo Advisors where he also served as the Branch Manager.Dave earned a bachelor’s degree in Business Administration, with concentrations in Finance and Computer Science, from Dickinson State University – North Dakota.
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Principal And FounderMattern Wealth ManagementLawrence, Ks, Us -
Principal & FounderMattern Wealth Management Oct 2019 - PresentLawrence, Kansas AreaMattern Wealth Management provides comprehensive financial planning and investment management services to individuals, families and small business owners in Lawrence, Kansas, and across the country. We are an independently owned and operated SEC Registered Investment Advisor dedicated to to the fiduciary standard. This means we always act in our clients’ best interest. We never accept third-party commissions or compensation, nor are there ever any incentives to sell products to our clients.While we are competent professionals who put our client first – always - we are much more than that. Everyone connected to Mattern Wealth Management understands that we build our reputation on integrity, trust, and accountability.At Mattern Wealth, we hold tight to our Midwest values, keeping the foundational principles of Friends, Family, Health and Wealth close in our hearts and minds. Our mission is to build a deep, lasting relationship and handle all of the details of managing your financial life (wealth), so you can focus on your friends, family and health.No matter where you are on your journey, we can guide you to financial independence. Our goal is to help you reach a level of financial security that will enable you to achieve your objectives and create a legacy for your family for years to come. Using solutions tailored to your specific needs, we will strive to help you move from a life of success to a life of significance.Learn more at https://matternwealth.com
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Managing Director - Investment Officer, Senior Pim Portfolio Manager, Branch ManagerMattern Wealth Management Group Of Wells Fargo Advisors Dec 2008 - Oct 2019Lawrence, Kansas Area -
First Vice President - InvestmentsWachovia Securities, Llc Oct 2007 - Dec 2008Lawrence, Kansas AreaAcquired by Wells Fargo & Company
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Vice President - InvestmentsA.G. Edwards & Sons, Inc. Apr 2001 - Oct 2007Lawrence, Kansas AreaAcquired by Wachovia Securities, LLC
David Mattern Skills
David Mattern Education Details
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Business Administration
Frequently Asked Questions about David Mattern
What company does David Mattern work for?
David Mattern works for Mattern Wealth Management
What is David Mattern's role at the current company?
David Mattern's current role is Principal and Founder.
What is David Mattern's email address?
David Mattern's email address is da****@****ors.com
What is David Mattern's direct phone number?
David Mattern's direct phone number is +178584*****
What schools did David Mattern attend?
David Mattern attended Dickinson State University.
What skills is David Mattern known for?
David Mattern has skills like Retirement Planning, Investments, Financial Services, Financial Analysis, Small Business, Insurance, Wealth Preservation Planning, 401 Rollovers, Financial Adivsory, Fixed Income Strategies, Investment Strategies, Tax Efficient Strategies.
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David Mattern
Suffolk County, Ma3ge.com, gmail.com, electricinsurance.com5 +186023XXXXX
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David Mattern
Washington, Dc4gmail.com, angelfire.com, hotmail.com, kslaw.com -
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David Mattern
Wayne, Pa
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