Payton Mattis (CRD# 7826587) is an Investment Advisor Representative working at Maripau Wealth Management LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4992131
Stifel, Nicolaus & Company, Incorporated
CRD# 2803401
Harbor Light Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maripau Wealth Management | Ft. Wayne, IN | Oct 2023 - Current | < 1 |
| Collier Financial | Ann Arbor, MI | Nov 2020 - Current | 3 |
| Unemployed | Unemployed, MI | Nov 2018 - Nov 2020 | 2 |
| Collier Financial | Ann Arbor, MI | May 2016 - Nov 2018 | 2 |
| Liberty Athletic Club | Ann Arbor, MI | Feb 2015 - Mar 2016 | 1 |
| Unemployed | Unemployed, MI | Oct 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- MI
-
Total Assets Under Management235MILLIONS
-
Total Number of Accounts1,986ACCOUNTS
-
Average Account Value$118,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, FL, GA, IL, IN, KS, MA, MI, NJ, OH, RI, SC, TX, WA
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