Mattern Wealth Management

Mattern Wealth Management LLC acquired a new stake in shares of Devon Energy Co. The firm owned 29529 shares of the companys stock after selling 1050 shares during the period.

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As a fee-only fiduciary and independent financial advisor David Mattern is never paid a commission of any kind and works only for the client - not a broker insurance company or bank.

Mattern wealth management. Mattern Wealth Management LLC grew its holdings in Raytheon Technologies Co. Powered by Twenty Over Ten. Mattern Wealth Management LLC lessened its stake in VanEck Vectors Intermediate Municipal ETF NYSEARCAITM by 34 during the second quarter Holdings Channel reports.

EIN for organizations is sometimes also referred to as taxpayer identification number or TIN or simply IRS Number. NYSERTX by 141 in the second quarter according to the company in its most recent 13F filing with the Securities and Exchange Commission. Mattern Wealth provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists.

Mattern Wealth Management LLC is headquartered in Lawrence Kansas. The preparations necessary to manage a persons financial and healthcare matters during his or her lifetime and to effectively and economically distribute the assets within that estate upon his or her death. Other institutional investors and.

Federal andor state taxes that may be levied on the assets of a deceased person upon his or her death. Mattern Wealth Management LLCs Top Growth Companies. With 27 years of finance and wealth management experience Perry founded Mattern Capital Management LLC in 2019 to provide Personal CFO fiduciary services to high net worth families successful individuals and businesses.

Mattern Wealth Management provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. Mattern Wealth Management registered in 2019 serves 4 states with a licensed staff of 3 advisors. The sale prices were between 2522 and 2933 with an estimated average price of 2722.

- Mattern Wealth Management December 16 2020 Alternative investments provide unparalleled portfolio diversification in arenas like real estate commodities even the art world all of which can serve as a hedge when the rest of the financial markets are suffering. Mattern Wealth Management is a large advisory firm with 470 clients and discretionary assets under management AUM of 327314068 Form ADV from 2021-03-18. P r a c t i c i n g t h e A r t o f W e a l t h M a n a g e m e n t.

Mattern Wealth Management LLCs Undervalued Stocks 2. Mattern Wealth Management LLC sold out a holding in Invesco Ltd. The institutional investor acquired 28029 shares of the energy companys stock valued at approximately 723000.

Mattern Capital Wealth Management -. Client Dashboard clients can now access their TradePMR Schwab Mattern Wealth and Learning Quest accounts in one central location. Use our secure Share File to share documents.

To us our relationship with the individuals and families behind the accounts is just as. At Mattern Capital investment and wealth management are about more than account balances complicated calculations or tax trust and legal documents. Mattern Wealth Management Llc is a corporation in Lawrence Kansas.

Registration with the SEC does not imply a certain level of skill or training. Mattern Wealth Management LLC Mattern Wealth is a Registered Investment Advisor. The institutional investor owned 19210 shares of the companys stock after purchasing an additional 2379 shares during the period.

The employer identification number EIN for Mattern Wealth Management Llc is 841934082. Mattern Wealth Management manages 3356 million and provides investment advisory services for 470 clients 1157 advisorclient ratio. Mattern Wealth Management provides comprehensive financial planning and investment management services to individuals families and small business owners in Lawrence Kansas and beyond.

NYSEDVN during the 2nd quarter according to the company in its most recent 13F filing with the Securities and Exchange Commission SEC. Mattern Wealth Management 1811 Wakarusa Drive STE 103 Lawrence KS 66047 Connect with Us Email. As a company Mattern Wealth Management LLC oversees 299 million in assets throughout 1107 accounts and employs three staff members.

Mattern Wealth Management provides comprehensive financial planning and investment management services to individuals families and small business owners in Lawrence Kansas and beyond. Mattern Wealth Management is based out of Lawrence. 785-842-7680 Disclosures Form CRS Form ADV Part 2A.

Mandville Private Client Inc. Here is the complete portfolio of Mattern Wealth Management LLC. Some of these services include retirement cash flow planning investment and liability management.

Mattern Capital Management LLC is a fee-only SEC Registered Investment Adviser focused on helping successful individuals and families manage the complexity of wealth. The firms total assets under management places it among the mid-sized investment advisory firms in the United States. With over 95 years of combined wealth management experience the Hendren-Mattern Wealth Management Group of Wells Fargo Advisors works with individuals families and companies to develop a holistic plan with customized goals and long-term solutions.

Team Mattern Wealth Management