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Matt Aif Location
St. Louis, MO, US
Matt Aif Work
2024 -now President @ (K)Plans
2021 -now President @ ELK Advisory Group, LLC
2021 -now President Pension and Retirement Services @ Self-employed
2018 -2021 Regional Vice President @
2010 -2018 Managing Director @
2008 -2010 Vice President Client Resolution @
2007 -2008 VP of Retirement and Institutional Services @
2003 -2006 Financial Advisor and Manager @
Matt Aif Education
University of Phoenix
MBA
2006-2008
University of Missouri-Columbia
B.S. (Personal Finance)
1996-2000
Matt Aif Skills
Series 63
Retirement Planning
Series 7
401k
Asset Allocation
Financial Analysis
Investment Advisory
Investments
Mutual Funds
Retirement
Securities
Wealth Management
Series 6
Fixed Annuities
Financial Advisory
Matt Aif Summary
Matt Aif, based in St. Louis, MO, US, is currently a President at (K)Plans. Matt Aif brings experience from previous roles at ELK Advisory Group, LLC, Self-employed, Transamerica and MassMutual Retirement Services. Matt Aif holds a 2006 - 2008 MBA @ University of Phoenix. With a robust skill set that includes Series 63, Retirement Planning, Series 7, 401k, Asset Allocation and more. Matt Aif has 1 emails on RocketReach.
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