Michael Tyler Cohen
Investment adviser representative at Mattson Financial Services, LLC
14 yearsExperience
1 stateRegistered in
$515MFirm assets
5 yearsFirm in business
Are you Michael Tyler Cohen? Claim your profile
Contact this firm
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
14 years in the industry.
- La&h Insurance LicensesDec 2024 to now
- Mattson Financial Services, LLCMar 2024 to now
- Buckingham Strategic Wealth, LLCApr 2023 to Jan 2024
- UnemployedDec 2022 to Mar 2023
- Fidelity InvestmentsDec 2021 to Nov 2022
- Computer Aided TechnologyOct 2021 to Dec 2021
- UnemployedJul 2021 to Sep 2021
- AXA Equitable AdvisorMay 2020 to Aug 2020
- Full Time StudentSep 2012 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7251816
- Firm CRD
- 153067