David Mattern
AeroLeads people directory · profile

David Mattern Email & Phone Number

Principal and Founder at Mattern Wealth Management
Location: Lawrence, Kansas, United States 5 work roles 1 school
1 work email found @wellsfargoadvisors.com 3 phones found area 785 and 314 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@wellsfargoadvisors.com
Direct phone (785) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Principal and Founder
Location
Lawrence, Kansas, United States

Who is David Mattern? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Mattern is listed as Principal and Founder at Mattern Wealth Management, based in Lawrence, Kansas, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 785, 314, and a matched LinkedIn profile for David Mattern.

David Mattern previously worked as Principal & Founder at Mattern Wealth Management and Managing Director - Investment Officer, Senior PIM Portfolio Manager, Branch Manager at Mattern Wealth Management Group Of Wells Fargo Advisors. David Mattern holds Bachelor Of Science, Business Administration from Dickinson State University.

Company email context

Email format at Mattern Wealth Management

This section adds company-level context without repeating David Mattern's masked contact details.

{first}.{last}@wellsfargoadvisors.com
86% confidence

AeroLeads found 1 current-domain work email signal for David Mattern. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Retirement Planning, Investments, Financial Services, Financial Analysis, and 34 others.

Current workplace

David Mattern's current company

Company context helps verify the profile and gives searchers a useful next step.

Mattern Wealth Management
Mattern Wealth Management
Principal and Founder
Lawrence, KS, US
AeroLeads page
5 roles

David Mattern work experience

A career timeline built from the work history available for this profile.

Principal & Founder

Current
Mattern Wealth Management

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’.

Oct 2019 - Present

First Vice President - Investments

Wachovia Securities, Llc

Lawrence, Kansas Area

Acquired by Wells Fargo & Company

Oct 2007 - Dec 2008

Vice President - Investments

Lawrence, Kansas Area

Acquired by Wachovia Securities, LLC

Apr 2001 - Oct 2007
1 education record

David Mattern education

FAQ

Frequently asked questions about David Mattern

Quick answers generated from the profile data available on this page.

What company does David Mattern work for?

David Mattern works for Mattern Wealth Management.

What is David Mattern's role at Mattern Wealth Management?

David Mattern is listed as Principal and Founder at Mattern Wealth Management.

What is David Mattern's email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for David Mattern at Mattern Wealth Management.

What is David Mattern's phone number?

AeroLeads has found 3 phone signal(s) with area code 785, 314 for David Mattern at Mattern Wealth Management.

Where is David Mattern based?

David Mattern is based in Lawrence, Kansas, United States while working with Mattern Wealth Management.

What companies has David Mattern worked for?

David Mattern has worked for Mattern Wealth Management, Mattern Wealth Management Group Of Wells Fargo Advisors, Wachovia Securities, Llc, and A.G. Edwards & Sons, Inc..

How can I contact David Mattern?

You can use AeroLeads to view verified contact signals for David Mattern at Mattern Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David Mattern attend?

David Mattern holds Bachelor Of Science, Business Administration from Dickinson State University.

What skills is David Mattern known for?

David Mattern is listed with skills including Retirement Planning, Investments, Financial Services, Financial Analysis, Small Business, Insurance, Wealth Preservation Planning, and 401 Rollovers.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the David Mattern you were looking for.

View similar profiles