Gary Herman Mattson
Investment adviser representative at Mattson Financial Services, LLC
26 yearsExperience
2 statesRegistered in
$515MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Mattson Financial Services, LLCJan 2010 to now
- Mattson Insurance Agency LLCSep 2007 to now
- Lakeview Financial Group, LLCJan 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Mattson Financial Services, LLC
$515MAssets managed
1,127Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2220839
- Firm CRD
- 153067