Matthew
Kelley
Gold Medal Waters, Inc
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About this Advisor
Matthew Kelley is a certified financial planner operating in Boulder, Colorado with a total of 19 years of relevant experience. Kelley is an employee of Gold Medal Waters, Inc. They have spent their complete time as a financial advisor at Gold Medal Waters, Inc. Kelley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Gold Medal Waters, Inc is a registered investment firm operating in Boulder, Colorado. The company has offices in seven locations and a total of seven employees. It has $155 million in assets under management among its 571 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 571 client accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on the type of financial services provided. However, fees charged by Gold Medal Waters, Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gold Medal Waters, Inc Brokerage Details
$154,953,868
7
571
$271,373
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Kelley Work History
Matthew has been registered as a financial advisor for 19 years.*
Gold Medal Waters, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Kelley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gold Medal Waters, Inc
Lafayette, CO
St. Petersburg, FL
Boulder, CO
Boulder, CO
Louisville, CO
Boulder, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
