Matthew J Kimmich
Investment adviser representative at Confluence Financial Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Confluence Financial PartnersJan 2024 to now
- The Intelligence and Security AcademyJun 2023 to Aug 2023
- Bon Appetit Management CoJan 2023 to May 2023
- Grove City CollegeAug 2019 to Dec 2023
- Franklin Regional SchoolJul 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7956413
- Firm CRD
- 311980