Teresa Mattson
Investment adviser representative at Interactive Financial Advisors
18 yearsExperience
1 stateRegistered in
$240.4MFirm assets
21 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
18 years in the industry.
- Interactive Financial AdvisorsJun 2026 to now
- Ernham LLCMay 2021 to now
- Aviation Fuel Systems Repair Inc.Apr 2017 to May 2021
- Saddleback Memorial Med CtrOct 2008 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NV).
Interactive Financial Advisors
Legal name: Interactive Financial Advisors, Inc.
$240.4MAssets managed
1,307Clients
34Advisers
21 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
- 8269902
- Firm CRD
- 125117