Matt Fetner

FINANCIAL ADVISORFINRA Series 7, 66, Insurance

matt@kmwealthmanagement.com

Matt Fetner serves as a Financial Advisor at Kelley & Mullis Wealth Management. Matt has helped individuals and businesses develop wealth management and retirement solutions since 2000. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and also holds the Chartered Retirement Planning Counselor Designation (CRPC®).

Matt helps clients build a solid foundation on which to make their financial decisions with confidence and peace of mind. Before any financial decisions are made, he considers a person’s situation by taking the time to fully who they are, their needs and what matters most to them and their family. With this intimate knowledge about what matters most, Matt is able to help establish a course of action and strategies for implementation and review. This is a plan to improve their personal outcomes and connect all the pieces of their financial life. Matt recognizes that his ultimate responsibility to clients is to make their lives better.

Joining Kelley & Mullis from TD Ameritrade, Matt served as a Senior Financial Consultant since 2011. Previously, he spent seven years as a Financial Advisor with Merrill Lynch and three years as a Financial Advisor with Ameriprise Financial. He holds Series 7 & 66 FINRA licenses, as well as Alabama Life and Health/Variable Annuity insurance license.

Matt earned a degree in Finance from the University of Alabama in Tuscaloosa, AL and lives in Birmingham AL with his wife Betsy and daughter Reese.

Return to Team Listing

Contact Us

2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418

Email: info@kmwealthmanagement.com

Get Directions

Compliance Standards

Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services that transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Member FINRA | SIPC
BrokerCheck by FINRA