David Mattern Email & Phone Number
Principal and Founder
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David Mattern Location
- Lawrence, KS, US
David Mattern Work
- 2019 -now Principal and Founder @ Mattern Wealth Management
- 2008 -2019 Managing Director - Investment Officer, Senior PIM Portfolio Manager, Branch Manager @
- 2007 -2008 First Vice President - Investments @ Wachovia Securities, LLC
- 2001 -2007 Vice President - Investments @
David Mattern Education
- Dickinson State University
Bachelor of Science (Business Administration)
1983-1987
David Mattern Skills
- Retirement Planning
- Investments
- Financial Services
- Financial Analysis
- Small Business
- Insurance
- Wealth Preservation Planning
- 401(K) Rollovers
- Financial Adivsory
- Fixed-Income Strategies
- Investment Strategies
- Tax-Efficient Strategies
- Business Owner Planning
- Multigenerational Wealth Planning
- Stock Analysis
- Estate Investment Planning
- Investment Planning
- Retirement Plan Consulting
- Strategic Planning
- Customer Service
- Retirement
- Wealth Management Services
- Asset Allocation
- Business-Succession Planning
- Concentrated Stock Management
- Deferred Compensation Plans
- Financial Reporting
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Relationship Management
- Retirement Savings
- Risk Management
- Securities
- Mutual Funds
- Bonds
- Annuities
- Estate Planning
- Estate Investment
- Wealth Preservation
- Multigenerational
- Fixed Income Strategies
- Business Succession Planning
- 401k Rollovers
- Tax Efficient Strategies
- Retirement Plan
- 401 Rollovers
David Mattern Summary
- David Mattern, based in Lawrence, KS, US, is currently a Principal and Founder at Mattern Wealth Management. David Mattern brings experience from previous roles at Mattern Wealth Management Group of Wells Fargo Advisors, Wachovia Securities, LLC and A.G. Edwards & Sons, Inc.. David Mattern holds a 1983 - 1987 Bachelor of Science in Business Administration @ Dickinson State University. With a robust skill set that includes Retirement Planning, Investments, Financial Services, Financial Analysis, Small Business and more. David Mattern has 1 emails and 1 mobile phone numbers on RocketReach.
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