# MATTSON FINANCIAL SERVICES, LLC

MATTSON FINANCIAL SERVICES, LLC of KENTWOOD, MI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 153067
- Type: SEC-registered investment adviser
- SEC file number: 801-120063
- Location: 3226 28TH STREET SE, KENTWOOD, MI, 49512
- Phone: 800-536-8907
- Latest filing: 2026-06-16
- Regulatory AUM: $515.0M
- Discretionary AUM: $514.7M
- Non-discretionary AUM: $247K
- Clients: 22
- Accounts: 3,211

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Corporations, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Gary Herman Mattson | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Taylor Franklin Steward | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Gerald Douglas Green | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Laurel Audrey Steward | MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| DAVIS ROBERT | MEMBER; MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| MATTSON GARY HERMAN | MANAGING MEMBER/IAR; MANAGING MEMBER/IAR/CCO; MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Steward Taylor Franklin | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| GREEN GERALD DOUGLAS | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| STEWARD LAUREL AUDREY | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE; MEMBER/IAR/CCO | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-09-26 | regulatory | RENDERING INVESTMENT ADVICE TO CLIENTS RESIDING WITHIN THE STATE OF FLORIDA WITHOUT THE BENEFIT OF LAWFUL REGISTRATION. | Final | $11K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153067/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153067/similar
- Related entities: https://search.stillhousedata.com/firm/153067/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153067

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.