Matthew Todd Kennedy

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 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

• 02/2009 → 01/2022
  Kennedy Consulting, Llc
  Prairieville, LA
• 08/2015 → 11/2016
  Eqis Capital Management, Inc.
  San Rafael, CA
• 11/2016 → 01/2017
  Presley Wealth Management
  Denham Springs Springs, LA
• 01/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2009 → Present
  The Presley Group, Llc
  Denham Springs, LA
• 01/2017 → Present
  Presley Wealth Management
  Denham Springs, LA

Previous Registrations

• 2016-11-29 → 2017-01-19
  Presley Wealth Management, Llc
  Denham Springs, LA
• 2015-08-31 → 2016-11-29
  Freedom Investment Management, Inc.
  Denham Springs, LA

Other Businesses

THE PRESLEY GROUP, LLC. NOT INVESTMENT RELATED. 170 VETERANS BLVD. DENHAM SPRINGS, LA 70726. INSURANCE AGENT. START DATE 4/2009. 25 HOURS/WEEK, 25 HOURS DURING TRADING. LIFE, HEALTH, ACCIDENT INSURANCE AND ANNUITY SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-08

Other Names

• Matt Kennedy
• Mathew Todd Kennedy