Matthew S. Klaess
Professional summary
Matthew S Klaess, who also goes by Matthew S. Klaess, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Denver, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew S Klaess's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2017 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 2000 S Colorado Blvd Annex Building Ste 200, Denver, CO 80222January 20, 2015 - July 5, 2017
TFO WEALTH PARTNERS
April 24, 2014 - March 25, 2015
BROOKSTONE WEALTH ADVISORS, LLC
July 19, 2012 - April 10, 2014
ALPHASTAR CAPITAL MANAGEMENT
July 18, 2012 - July 18, 2012
ALPHASTAR CAPITAL MANAGEMENT
May 3, 2012 - July 20, 2012
LIBERTY GROUP, LLC
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2017)
Current Firm
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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