Matthew
Voecks
Pensionmark Financial Group, LLC
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About this Advisor
Matthew Voecks is a financial advisor based in Santa Barbara, California, working with Pensionmark Financial Group, LLC. Matthew has previously held positions at Securian Financial Services, Inc, Minnesota Life Insurance Company, Capfinancial Securities, LLC, Pensionmark Securities, LLC, and Pensionmark Financial Group, LLC Dba/ Sevenhills Partners. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Matthew is part of Pensionmark Financial Group, LLC, which operates out of Santa Barbara, California. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Voecks Work History
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC Dba/ Sevenhills Partners
Capfinancial Securities, LLC
Securian Financial Services, Inc
Minnesota Life Insurance Company
Disclosures
Please visit the SEC profile of Matthew Voecks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
Alpharetta, GA
Tempe, AZ
Atlanta, GA
Gainesville, GA
Bakersfield, CA
Burlington, VT
Pittsford, NY
San Antonio, TX
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