Jason Voelker (CRD# 4727322) is an Investment Advisor Representative working at Affiliated Financial Advisors Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry. Jason Voelker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Financial Services, Inc. | Minot, ND | Oct 2003 - Current | 20 |
| Affiliated Financial Advisors Inc. | Milwaukee, WI | Jan 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- WI
-
Total Assets Under Management404MILLIONS
-
Total Number of Accounts2,077ACCOUNTS
-
Average Account Value$194,744
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL, MA, MD, MI, MN, NC, NH, TX, WI
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