Matthew Voell, financial advisor Denver CO
69 score

Matthew Voell

CRD Number: 6028534
Current Firm: Personal Capital Advisors Corporation

Matthew Voell (CRD# 6028534) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Corporation Denver, CO Apr 2015 - Current 2
Securian Financial Services Inc. St Paul, MN Mar 2014 - Apr 2015 1
Minnesota Life Insurance Co St Paul, MN Mar 2014 - Apr 2015 1
Gcg Financial Greenwood Village, CO Mar 2014 - Apr 2015 1
Unemployed Greenwood Village, CO Dec 2013 - Feb 2014 < 1
Crispin Porter + Bogusky Boulder, CO Oct 2013 - Dec 2013 < 1
Unemployed Greenwood Village, CO May 2013 - Oct 2013 < 1
University Of Southern California Los Angeles, CA Nov 2012 - May 2013 < 1
Northwestern Mutual Los Angeles, CA Jun 2012 - Nov 2012 < 1
University Of Southern California Los Angeles, CA Aug 2011 - Jun 2012 < 1
Alpine Associates, LP Alpine, NJ Jun 2011 - Aug 2011 < 1
University Of Southern California Los Angeles, CA Aug 2010 - Jun 2011 < 1
North Carolina State University Raleigh, NC Aug 2009 - Aug 2010 1
Cherry Creek High School Greenwood Village, CO Aug 2006 - Aug 2009 3
Gulliver Middle School Miami, FL May 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Matthew R. Voell
Phone Number: 415-800-5922
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,128
    MILLIONS
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
69

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.