Kelly Nicole Freeman
Investment adviser representative at Mattern Capital Management, LLC
10 yearsExperience
2 statesRegistered in
$1.1BFirm assets
7 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
- Pension consulting
Experience
10 years in the industry.
- Mattern Capital Management, LLCDec 2022 to now
- UnemployedMar 2022 to Nov 2022
- Creative PlanningApr 2018 to Feb 2022
- Mariner HoldingsFeb 2017 to Mar 2018
- Travelers InsuranceFeb 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (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
- 6936191
- Firm CRD
- 299342