Matthew
Kennedy

Ae Wealth Management, LLC

CRD#6553361
Investment Advisor
in Denham Springs, LA

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About this Advisor

Matthew Kennedy is a financial advisor working in Denham Springs, Louisiana who has 6 years of industry experience. Kennedy currently works for Ae Wealth Management, LLC. During their career, the advisor has held roles at Kennedy Consulting, LLC, Guarantee Broadcasting, Eqis Capital Management, Inc, Presley Wealth Management, Ae Wealth Management, LLC and The Presley Group, LLC. Kennedy has a Series 65 license, designating them as an investment advisor representative, and can operate in Louisiana and Texas. Ae Wealth Management, LLC is an advisory company operating out of Topeka, KS. The company has offices in 450 locations and a total of 571 financial advisors. It administers $19 billion in assets among its 160,475 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 71 charitable organizations. Of its 160,475 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Ae Wealth Management, LLC offers 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Ae Wealth Management, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

170 Veterans Blvd
Denham Springs, LA 70726

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$19,248,840,448

LA Average: $2,243,162,756
Total Number of Employees

571

LA Average: 44
Total Number of Accounts

160,475

LA Average: 4,091
Average Account Size

$119,949

LA Average: $548,316

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 Kennedy Work History

Matthew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Ae Wealth Management, LLC

2017 - Present (7 years)

Presley Wealth Management

2009 - Present (15 years)

The Presley Group, LLC

2016 - 2017 (1 year)

Presley Wealth Management

2015 - 2016 (1 year)

Eqis Capital Management, Inc

2011 - 2013 (2 years)

Guarantee Broadcasting

2009 - 2022 (13 years)

Kennedy Consulting, LLC

*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 Kennedy 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

David Swenson
Denver, CO
Lennrd Fly
Johns Island, SC
Chad Ensign
Mesa, AZ
Kade Schoenrock
Midvale, UT
Vincent Buttaro
Topeka, KS
Jacob Haynes
Platte City, MO
Sheila Snowdon
Winter Garden, FL
Sean Hite
Honolulu, HI

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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