Matthew
Volkers
Ameritas Advisory Services, LLC
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About this Advisor
Matthew Volkers is a financial advisor who works out of St. Cloud, Minnesota, with a total of 1 year of relevant experience. Volkers is an advisor for Ameritas Advisory Services, LLC. During their career, Volkers has held roles at Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, Cetera Advisors LLC, Investors Capital Corp, Cetera Advisors Networks LLC, Cetera Investment Services LLC, Girard Securities, Inc, First Allied Securities, Inc, Summit Brokerage Services, Inc, Cetera Investment Advisors LLC, Premier Real Estate Services, Matt Volkers Realtor, Adventure North LLC, Blue Bucket, Inc, Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC. Volkers maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Ameritas Advisory Services, LLC is a financial advisory firm based in Lincoln, NE. It has offices in 248 locations and a total of 592 financial advisors. It controls $9 billion in assets between its 35,218 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 38 charities and foundations. Of its 35,218 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Ameritas Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on the type of services. Fee types charged by Ameritas Advisory Services, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Volkers Work History
Matthew has been registered as a financial advisor for 1 years.*
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Adventure North LLC
Blue Bucket, Inc
Matt Volkers Realtor
Cetera Advisor Networks LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
First Allied Securities, Inc
Cetera Advisors LLC
Cetera Advisors Networks LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
Girard Securities, Inc
First Allied Securities, Inc
Summit Brokerage Services, Inc
Premier Real Estate Services
Investors Capital Corp
Cetera Advisor Networks LLC
Cetera Financial Specialists LLC
Cetera Advisors LLC
Cetera Investment Advisors LLC
*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 Volkers 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 Ameritas Advisory Services, LLC
San Ramon, CA
Placerville, CA
Tampa, FL
Dallas, TX
Overland Park, KS
Appleton, WI
Los Angeles, CA
Greensboro, NC
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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