Advisers on the Move

Wells Fargo adviser managing $300 million sets up RIA

David Mattern launches Mattern Wealth Management in Lawrence, Kan.

Nov 7, 2019 @ 9:58 am

By InvestmentNews

David Mattern, who managed $300 million at Wells Fargo Advisors, has launched Mattern Wealth Management, a registered investment adviser, in Lawrence, Kan.

[More:See more adviser moves in InvestmentNews' Advisers on the Move database.]

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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