Taylor Franklin Steward
Investment adviser representative at Mattson Financial Services, LLC
12 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
12 years in the industry.
- Mattson Financial Services, LLCApr 2019 to now
- Lakeview Financial Group, LLCOct 2014 to now
- Fred Haight Insurance AgencyMar 2018 to Dec 2018
- Native RetrieversMar 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7093084
- Firm CRD
- 153067