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Christopher D Mattern

Investment adviser representative at Mfa Wealth Services
13 yearsExperience
14 statesRegistered in
$310MFirm assets
9 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Tone, Walling & Meador LLPJan 2019 to now
  2. United Planners Financial ServicesOct 2016 to now
  3. Meador Financial, IncNov 2013 to now
  4. Mfa Wealth Services, Inc.Oct 2013 to now
  5. Christopher MatternOct 2013 to now

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 14 states (AZ, CA, CO, FL, ID, NJ, NM, NV, OK, OR, PA, TX, VA, WA).

Mfa Wealth Services

$310MAssets managed
224Clients
2Advisers
9 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
5202739
Firm CRD
169013
Advisor's SEC record (opens in a new tab)
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