Wells Fargo adviser managing $300 million sets up RIA

David Mattern launches Mattern Wealth Management in Lawrence, Kan.
NOV 06, 2019
David Mattern, who managed $300 million at Wells Fargo Adsvisors, 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.

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