KURT MATTSON – Former Broker Has A Conservation Easement Complaint – May Recover Losses
KURT MATTSON – Former Broker Has A Conservation Easement Complaint.
Call 800-500-4442 if you think that you have received unsuitable investment recommendations from your adviser.
CRD#: 2738627
KURT WILLIAM MATTSON (CRD#: 2738627), a former broker with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC in ATLANTA, GA, has an investment complaint.
According to Mattson’s FINRA BrokerCheck report, Clients alleged that the representative recommended conservation easement investments which they claim resulted in negative tax implications.
The customers are requesting $417,578.10 for alleged damages.
Kurt W. Mattson is a Private Wealth Advisor and Founder of Yari Capital, according to his own disclosures.
Goodman & Nekvasil, P.A. has a strong track record representing investors in FINRA arbitration claims involving syndicated conservation easement investments. The firm has represented numerous investors who purchased conservation easement investments through broker-dealers and financial advisers and later faced substantial investment losses, tax liabilities, penalties, or other financial harm.
Goodman & Nekvasil, P.A. has pursued claims against brokerage firms and financial professionals based on allegations that they failed to perform adequate due diligence, recommended unsuitable conservation easement investments, failed to properly evaluate the risks of the investments, and failed to adequately disclose material information to investors. The firm has successfully pursued FINRA arbitration claims on behalf of conservation easement investors seeking recovery from the financial professionals and brokerage firms involved in recommending and selling these investments.
Goodman & Nekvasil, P.A. investigates claims involving financial advisers and brokerage firms and may be able to help investors seek recovery through FINRA arbitration.
Investors who believe they suffered losses after recommendations by their financial adviser can contact Goodman & Nekvasil, P.A. at 800-500-4442 for a free evaluation of their potential investment loss claim.
Investors who feel they have been harmed by investment advice or have suffered financial losses are encouraged to contact the securities attorneys at Goodman & Nekvasil, P.A.
KURT MATTSON – Former Broker Has A Conservation Easement Complaint – May Recover Losses
Goodman & Nekvasil, P.A. is investigating brokers who may have unsuitably recommended investments to their clients.
St. Petersburg, Florida law firm Goodman & Nekvasil, P.A., has a national practice representing victimized investors. The firm continues to investigate brokerage firms that placed elderly retirees and other conservative investors in unsuitable investments.
Goodman & Nekvasil, P.A., has filed numerous cases against brokerage firms selling high-risk investments and has recovered more than $600 million dollars on behalf of victimized investors.
We allege in these cases that these investment recommendations were unsuitable for our clients in view of their financial situation, needs and investment objectives.
There is no charge for an evaluation of your case. We handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.
If you incurred losses on your investment and would like your case evaluated by a securities attorney, please contact us.
Some of the information in this blog post was obtained from FINRA on 9/10/26. If you believe this information was reported incorrectly, please contact our firm: 1-800-500-4442.