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Matthew Joseph Kelley

Gold Medal Waters, Inc.

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About Matthew Joseph Kelley

Matthew Kelley is a financial advisor currently registered with Gold Medal Waters, Inc.. Matthew has been a registered investment advisor since 2004, and has experience working in the industry since 2002. Matthew is also a Certified Financial Planner and has extensive experience with financial planning, pension consulting, and portfolio management. Matthew works with individuals and families, as well as small businesses and pension plans. He provides advice and guidance on a variety of financial matters, including retirement planning, investment planning, and estate planning. Matthew has a strong commitment to helping his clients achieve their financial goals.

Firm Information

Matthew Kelley is currently registered with Gold Medal Waters, Inc.. Gold Medal Waters, Inc. is an investment advisor with 6 investment adviser representatives. The firm manages approximately $193,623,148 in assets for 547 accounts. They provide financial planning, pension consulting, and selection of other advisors services. Gold Medal Waters, Inc. primarily serves high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.

$193.62M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Kelley’s Registration & Firm History

CO

08/13/2004 - Present

Gold Medal Waters, Inc. (BOULDER CO)

MO

05/17/2002 - 08/19/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Joseph Kelley.
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