Matthew Kennedy (CRD# 6553361) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Denham Springs, LA and has over 8 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Jan 2017 - Current | 7 |
| Presley Wealth Management | Denham Springs, LA | Jan 2017 - Current | 7 |
| The Presley Group, LLC | Denham Springs, LA | Apr 2009 - Current | 15 |
| Kennedy Consulting, LLC | Prairieville, LA | Feb 2009 - Jan 2022 | 12 |
| Presley Wealth Management | Denham Springs, LA | Nov 2016 - Jan 2017 | < 1 |
| Eqis Capital Management, Inc. | San Rafael, CA | Aug 2015 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- LA
- TX
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Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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