David Mattern

David Mattern Email and Phone Number

Principal and Founder @ Mattern Wealth Management
Lawrence, KS, US
David Mattern's Location
Lawrence, Kansas, United States, United States
David Mattern's Contact Details

David Mattern work email

David Mattern personal email

n/a
About David Mattern

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.

David Mattern's Current Company Details
Mattern Wealth Management

Mattern Wealth Management

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Principal and Founder
Lawrence, KS, US
David Mattern Work Experience Details
  • Mattern Wealth Management
    Principal And Founder
    Mattern Wealth Management
    Lawrence, Ks, Us
  • Mattern Wealth Management
    Principal & Founder
    Mattern Wealth Management Oct 2019 - Present
    Lawrence, Kansas Area
    Mattern 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
  • Mattern Wealth Management Group Of Wells Fargo Advisors
    Managing Director - Investment Officer, Senior Pim Portfolio Manager, Branch Manager
    Mattern Wealth Management Group Of Wells Fargo Advisors Dec 2008 - Oct 2019
    Lawrence, Kansas Area
  • Wachovia Securities, Llc
    First Vice President - Investments
    Wachovia Securities, Llc Oct 2007 - Dec 2008
    Lawrence, Kansas Area
    Acquired by Wells Fargo & Company
  • A.G. Edwards & Sons, Inc.
    Vice President - Investments
    A.G. Edwards & Sons, Inc. Apr 2001 - Oct 2007
    Lawrence, Kansas Area
    Acquired by Wachovia Securities, LLC

David Mattern Skills

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 Business Owner Planning Multigenerational Wealth Planning Stock Analysis Estate Investment Planning Investment Planning Retirement Plan Consulting Strategic Planning Customer Service Retirement Wealth Management Services Asset Allocation Business Succession Planning Concentrated Stock Management Deferred Compensation Plans Financial Reporting Microsoft Office Microsoft Excel Powerpoint Relationship Management Retirement Savings Risk Management Securities Mutual Funds Bonds Annuities Estate Planning

David Mattern Education Details

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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