Dave is the Founder and Principal of Mattern Wealth Management. Over the past 28 years he has served the financial planning needs of families while developing strategic solutions driven by client goals. He takes pride in helping clients navigate the ever-changing landscape of the financial markets. Before launching Mattern Wealth Management, he was a Managing Director and Senior Private Investment Management Portfolio Manager for Wells Fargo Advisors where he also served as the Branch Manager. Dave earned a bachelor’s degree in Business Administration, with concentrations in Finance and Computer Science, from Dickinson State University – North Dakota.
David Mattern
Principal & Founder
Mattern Wealth Management
United States, Kansas, Lawrence
About Me
Profile Information
Principal & Founder
Mattern Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Lawrence
Kansas
United States
Aug 20, 2025
Work Experience
Mattern Wealth Management
Principal & Founder Oct 2019 - Present
Email: david.mattern@matternwealth.com
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