Matthew
Voell
Fisher Investments
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About this Advisor
Matthew Voell is a financial advisor operating in Plano, Texas, who has 1 year of relevant experience. Voell is on the advisory team at Fisher Investments. Their career trajectory has included roles at Securian Financial Services Inc, Minnesota Life Insurance Co, Gcg Financial, Crispin Porter + Bogusky, University Of Southern California, Personal Capital Advisors Corporation, Fisher Investments and Human Interest. Voell has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado and Texas. Fisher Investments is an advisory company operating out of Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 financial advisors. It handles $192 billion in assets across its 269,289 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 37 charities and foundations. Of its 269,289 accounts, 46% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees charged by financial advisors usually vary depending on the type of services offered. However, fee types billed by Fisher Investments likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$192,398,103,714
3,349
269,289
$714,467
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Matthew Voell Work History
Matthew has been registered as a financial advisor for 1 years.*
Fisher Investments
Human Interest
Personal Capital Advisors Corporation
Personal Capital Advisors Corporation
Personal Capital Advisors Corporation
Securian Financial Services Inc
Minnesota Life Insurance Co
Gcg Financial
Crispin Porter + Bogusky
University Of Southern California
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Voell 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 Fisher Investments
Plano, TX
Plano, TX
Plano, TX
Marietta, GA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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