Perry Joseph Mattern
Investment adviser representative at Mattern Capital Management, LLC
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Mattern Capital Management, LLCJan 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (AZ, CO, TX).
Mattern Capital Management, LLC
$1.1BAssets managed
436Clients
8Advisers
7 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
- 4168498
- Firm CRD
- 299342