Matthew
Klaess
Ae Wealth Management, LLC
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About this Advisor
Matthew Klaess is a financial advisor based out of Denver, Colorado, with a total of 6 years of industry experience. Klaess is on the advisory team at Ae Wealth Management, LLC. During their career, Klaess has held roles at Paradigm Wealth Management, LLC, Alphastar Capital Management, Retirement Wealth Advisors, Inc, Tfo-Tdc, LLC and Ae Wealth Management, LLC. Klaess maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Colorado. Ae Wealth Management, LLC is an advisory company based out of Topeka, KS. The investment advisory business has offices in 450 locations and a total of 571 people on staff. It manages $19 billion in assets under management among its 160,475 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 71 charities and foundations. Of its 160,475 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The company performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees depend on the financial services offered. Fee types charged by Ae Wealth Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Klaess Work History
Matthew has been registered as a financial advisor for 6 years.*
Ae Wealth Management, LLC
Paradigm Wealth Management, LLC
Tfo-Tdc, LLC
Retirement Wealth Advisors, Inc
Alphastar Capital Management
*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 Klaess 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 Ae Wealth Management, LLC
Rossville, KS
Lawrence, KS
Honolulu, HI
Platte City, MO
Winter Garden, FL
Johns Island, SC
Topeka, KS
Denver, 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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