Investment adviser representative · Mattern Wealth Management LLC
Marcus D. Mattern
CRD 6538134 · Lawrence, KS
At a glance
Marcus D. Mattern is an investment adviser representative with Mattern Wealth Management LLC in Lawrence, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marcus’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- Mattern Wealth Management LLCSince October 2019Lawrence, KS · $579M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marcus’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mattern Wealth Management LLC
- Kyle J. CrossLawrence · Certified Financial Planner
- David W. MatternLawrence
- Caleb D. ReganLawrence
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