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Matthew K
Series 63, Series 65
Corona, CA
AE Wealth Management, LLC
Matthew Kersey is a financial advisor with AE Wealth Management, LLC and holds Series 63 and Series 65 designations. He has one year of industry experience and has worked with several firms including Skyline Legacy Wealth Management and Orange County's Credit Union. Outside of his advisory roles, he has been involved with The Kerseys, Inc. since 2019. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse range of clients including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.
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