Matthew Volkers (CRD# 5444050) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Saint Cloud, MN and has over 16 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Investment Company, LLC | Lincoln, NE | Mar 2022 - Current | 2 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Mar 2022 - Current | 2 |
| Adventure North LLC | Saint Cloud, MN | Mar 2020 - Current | 4 |
| Blue Bucket, Inc. | Saint Cloud, MN | Mar 2020 - Current | 4 |
| Matt Volkers Realtor | Sartell, MN | Nov 2019 - Current | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2021 - Mar 2022 | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Aug 2021 - Mar 2022 | < 1 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Aug 2021 - Mar 2022 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Aug 2021 - Mar 2022 | < 1 |
| First Allied Securities, Inc. | San Diego, CA | Aug 2021 - Mar 2022 | < 1 |
| Cetera Advisors LLC | Denver, CO | Nov 2016 - Jul 2020 | 3 |
| Cetera Advisors Networks LLC | El Segundo, CA | Nov 2016 - Jul 2020 | 3 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2016 - Jul 2020 | 3 |
| Cetera Investment Services LLC | Saint Cloud, MN | Nov 2016 - Jul 2020 | 3 |
| First Allied Securities, Inc. | San Diego, CA | Nov 2016 - Jul 2020 | 3 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Nov 2016 - Jul 2020 | 3 |
| Cetera Investment Advisors LLC | Saint Cloud, MN | May 2013 - Jul 2020 | 7 |
| Premier Real Estate Services | Saint Cloud, MN | Nov 2016 - Nov 2019 | 3 |
| Girard Securities, Inc. | San Diego, CA | Nov 2016 - Nov 2017 | 1 |
| Investors Capital Corp. | Lynnfield, MA | Nov 2015 - Nov 2016 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | May 2013 - Nov 2016 | 3 |
| Cetera Financial Specialists LLC | Schaumburg, IL | May 2013 - Nov 2016 | 3 |
| Cetera Advisors LLC | Denver, CO | May 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- MN
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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