Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Nicole Freeman is an investment advisor representative at Mattern Capital Management, LLC. Kelly has been in the industry since February 2017 and holds a Series 65 license. Kelly is registered to provide investment advisory services in Colorado and Texas. Kelly's background includes experience in the financial services industry at companies such as Mariner Holdings, Travelers Insurance and Creative Planning. Kelly specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
03/11/2024 - Present
Mattern Capital Management, LLC (LAKEWOOD CO)
IA
Issued 06/28/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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