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Matthew Todd Kennedy

AE Wealth Management, LLC

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About Matthew Todd Kennedy

Matthew Kennedy is an Investment Advisor Representative at AE Wealth Management, LLC, with over 13 years of experience in the financial services industry. Matthew is licensed in Louisiana and Texas. Matthew is a graduate of the University of Louisiana at Lafayette with a Bachelors degree in Finance. Matthew is committed to providing his clients with personalized financial planning and investment advice. Matthew is also a licensed insurance agent and has over 13 years of experience selling life, health, and accident insurance. Matthew is an active member of his community and enjoys volunteering his time to local charities.

Firm Information

Matthew Kennedy is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Kennedy’s Registration & Firm History

LA

01/19/2017 - Present

AE Wealth Management, LLC (Denham Springs LA)

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Licenses & Designations

IA

Issued 07/08/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Todd Kennedy.
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