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
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Custodial Report (Monthly)
- Newsletter
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them annually
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
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
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, Tax, Charitable
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
on Facebook
Matthew Kelley
on Twitter
1Following
118Followers
317Tweets
What to do with too much in a #529 Plan?
http://t.co/SFerIHZt
Best investments for the wealthy might be family and health
http://t.co/5p8SoLQL
7 tips for filing your #tax return; in 2011 did you have a baby or buy a house and other useful info
http://t.co/w7bqtje9
Wire Fraud Alert: Good idea to monitor your account balances often http://t.co/CiPaHRgU