Matthew Boelter, financial advisor Bellevue WA
90 score

Matthew Boelter

CRD Number: 6108646
Current Firm: Voya Financial Advisors, Inc.

Matthew Boelter (CRD# 6108646) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Bellevue, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Bellevue, WA Sep 2014 - Current 2
Ing Financial Partners Inc. Bellevue, WA Sep 2012 - Sep 2014 2
American Drapery, Blind And Carpet Renton, WA Apr 2009 - Jul 2012 3
U.s. Remodelers Renton, WA Nov 2007 - Apr 2009 1
Fred Meyer Lynnwood, WA Oct 2003 - Nov 2007 4
Edmonds Community College Lynnwood, WA Mar 2003 - Nov 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Matthew E. Boelter
Phone Number: 1-800-356-2906
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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