Matthew Stephen Kidd

Employer firm

Kidd Financial Planning, LLC. CRD 323502

$14.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2017 → Present
  Kidd Advisors, Llc
  Livonia, MI
• 06/2016 → 09/2017
  Reinert And Co.
  Royal Oak, MI
• 08/2022 → Present
  Kidd Financial Planning Llc
  Livonia, MI

Other Businesses

KIDD ADVISORS, LLC - 14700 FARMINGTON RD #107, LIVONIA, MI 48154 - CPA FIRM PERFORMING TAX AND ACCOUNTING SERVICES, PRESIDENT - SUPERVISE STAFF AND PERFORM TAX SERVICES - 150 HOURS/MONTH, 100 HOURS DURING TRADING HOURS

Designations

• Personal Financial Specialist