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Detailed Report
KYLE JORDAN CROSS
CRD#: 5792830
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Investment Adviser
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Previous Broker
MATTERN WEALTH MANAGEMENT LLCCRD#: 304520 1811 WAKARUSA DRIVE
SUITE 103
LAWRENCE, KS 66047
Registration History
201220142016201820202022202420262 FIRMS2011 - 2012 (<1 year)2 FIRMS2012 - 2019 (7 years)IAMATTERN WEALTH MANAGEMENT LLC (CRD# 304520)2019 - Present (5 years)
License(s)

State Registrations

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Kansas 10/14/2019
Current Registration(s)
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MATTERN WEALTH MANAGEMENT LLC (CRD#:304520)
1811 WAKARUSA DRIVE SUITE 103, LAWRENCE, KS 66047
Registered with this firm since 10/14/2019
Previous Registration(s)
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 05/29/2012 - 10/15/2019 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) LAWRENCE, KS
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 05/29/2012 - 10/15/2019 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) LAWRENCE, KS
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 07/05/2011 - 03/14/2012 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) LEAWOOD, KS
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 06/20/2011 - 03/14/2012 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) LEAWOOD, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.