← Tributary

MATTSON FINANCIAL SERVICES, LLC

KENTWOOD, MI · CRD 153067 · IAPD ↗ · 800-536-8907

$515.0MRegulatory AUM
9Advisory reps
22Employees
1Clients
1-10Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — MATTSON FINANCIAL SERVICES, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
70
March 2026 — MATTSON FINANCIAL SERVICES, LLC crossed $500M in regulatory AUM ($387.0M -> $515.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
March 2025 — MATTSON FINANCIAL SERVICES, LLC reported RAUM up 31% ($295.6M -> $387.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — MATTSON FINANCIAL SERVICES, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.