Matthew Kelley, CFP®, AAMS®, AIF®
Boulder, Colorado, 80301
Member Since 2006
My Location
Background Information
Years of Financial Experience
- 11
Education
- Fairfield University (1993 - 1997)
- Duke University
- University of Colorado
- Skidmore University
Certifications and Designations
- CFP®
- AAMS®
- AIF®
Association Memberships
- NAPFA
Methods of Compensation
- Financial Planning: Fixed fee
- Investment Services: Fixed fee
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Custodial Report (Monthly)
- Newsletter
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 132294
- Securities Registrations: Series 65, Series 66
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Gold Medal Waters, Inc.
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Colorado
- Illinois
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.goldmedalwaters.com
Matthew Kelley
on LinkedIn
Matthew Kelley
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Matthew Kelley
on Twitter
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130Followers
443Tweets
#Tax tips for the #freelancer. Going into business for yourself? Hire a good #CPA http://t.co/IZKjid66
#Estate Planning: Thinking of putting your house in your children’s names? Think carefully. http://t.co/aM4EXn4Y
#Tax tips for #IRAs, #Roth IRAs, and those who inherit them http://t.co/UtOOIfMm
#Tax planning for the newly #divorced and divorcing http://t.co/rHhtrISn