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Member/chief Compliance Officer/investment Advisor Representative · Mattson Financial Services, LLC

Laurel A. Steward

CRD 7147070 · Named on Form ADV at one SEC-registered adviser

At a glance

Mattson Financial Services, LLC, an SEC-registered wealth manager based in Kentwood, MI with $515 million in regulatory assets, lists Laurel A. Steward on its Form ADV as Member/chief Compliance Officer/investment Advisor Representative.

Firms and roles

  • Mattson Financial Services, LLCMember/chief Compliance Officer/investment Advisor RepresentativeWealth manager · Kentwood, MI · $515M in regulatory assets

AtlasMembers

Laurel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gary H. MattsonManaging Member/investment Advisor Representative, Mattson Financial Services, LLC
  • Taylor F. StewardMember/investment Advisor Representative, Mattson Financial Services, LLC
  • Gerald D. GreenMember/investment Advisor Representative, Mattson Financial Services, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Laurel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.