Wells Fargo adviser managing $300 million sets up RIA
David Mattern launches Mattern Wealth Management in Lawrence, Kan.
David Mattern, who managed $300 million at Wells Fargo Advisors, has launched Mattern Wealth Management, a registered investment adviser, in Lawrence, Kan.
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He was joined by Kyle Cross and Marcus Mattern, financial advisers who worked with him at Wells Fargo.
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The firm is using Trade PMR for technological and custodial support.
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