Matthew Robert Kley

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Burnsville, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Previous Registrations

• 2006-10-03 → 2007-01-26
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Minneapolis, MN
  Mpls, MN

Other Businesses

Real Estate Ownership; Single Family; 581 Mission Hills Way West, , Chanhassen, MN, 55317; Not Investment-Related; 06/15/2006. Business Ownership; KKMK Commercial LLC; Owner/Operator; Real Estate Holding company; 7590 Fawn Hill Rd., , Chanhassen, MN, 55317; Investment-Related; 07/16/2014; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Chanhassen Fire Department; Fire Fighter - Emergency Medical Response; ; 7610 Laredo Dr, Chanhassen, MN 55317, ,; Not Investment-Related; 07/31/2018; 20 to 39 hours per month; 1 to 9 during trading hours / MVL, LLC; Specialist; Working as a specialist with regards to insurance, investments and business accounting.; 3600 Minnesota Dr., STE 550, Edina, MN, 55435; Investment-Related; 06/01/2024; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-20

Designations

• Certified Financial Planner