Matthew S Klaess is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with AE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | 2017-06-07 | present | Yes |
| TFO WEALTH PARTNERS, LLC | 2015-01-20 | 2017-07-05 | — |
| BROOKSTONE WEALTH ADVISORS, LLC | 2014-04-24 | 2015-03-25 | — |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 2012-07-19 | 2014-04-10 | — |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 2012-07-18 | 2012-07-18 | — |
| LIBERTY GROUP, LLC | 2012-05-03 | 2012-07-20 | — |