Kyle Jordan Cross
Investment adviser representative at Mattern Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$579MFirm 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
Experience
14 years in the industry.
- Mattern Wealth Management LLCOct 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2019
- Wells Fargo Advisors LLCMay 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (KS).
Mattern Wealth Management LLC
$579MAssets managed
613Clients
4Advisers
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
- 5792830
- Firm CRD
- 304520