Skip to Main Content
portrait of Matt Kleffman
FINANCIAL ADVISOR

Matt Kleffman

CFP®
14247 O'Connell Ct Suite 250, Savage, MN 55378opens in a new window
CallSend Me a Message

About Matt

I first became interested in investing when I was in the Financial Markets Program at the University of Minnesota Duluth. In this program, I had the opportunity to manage a portfolio and make investment recommendations to local professionals.

Upon graduation, what drew me to Edward Jones was their unwavering commitment to helping their clients, along with creating a great environment to work in that aligns with my personal values. For over 14 years, I have been grateful to work with the wonderful people at Edward Jones. This includes my office’s branch office administrator, Kris Fern. Together, we love to serve...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies

Work History

  • Edward JonesJune 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Minnesota,DuluthBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Fishing
  • Hunting
  • Skiing

Team Members

  • Kristine Fern
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(952) 736-9179

Fax

(877) 566-9530

Office Address

14247 O'Connell Ct Suite 250
Savage, MN 55378opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More