Wells Fargo adviser managing $300 million sets up RIA

Wells Fargo adviser managing $300 million sets up RIA
David Mattern launches Mattern Wealth Management in Lawrence, Kan.
NOV 07, 2019
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. [Recommended video: Bob Oros said HighTower is likely to start buying smaller firms, too] The firm is using Trade PMR for technological and custodial support. Investing in profitability, performance and people: Register for our Top Advisory Firm Summit.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.