Advisor at Mattern Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mattern Wealth Management LLC
Location
Lawrence, KS 66047
Credentials
CFP®, Series 66
Industry experience
14 years
Fixed fees for consulting services up to $10,000, no minimum fee required
up to 1.25% per year, tiered schedule depending on size, complexity, and negotiation
$300 per hour for consulting services
Fee-only: Fee-only registered investment advisory firm (no commissions)
Mattern Wealth Management LLC
2019 - Present (7 years)
Wells Fargo Clearing Services, LLC
2016 - 2019 (3 years)
Wells Fargo Advisors LLC
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Lawrence, KS
Kaylin Dillon Financial Planning
Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
Series 66
Eudora, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
CFP®, Series 66
Lawrence, KS
Edward Jones
Series 66
Baldwin City, KS
Edward Jones
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