Todd
Volkman

Volkman Wealth Management, LLC

CRD#2418487
Investment Advisor
in Dallas, TX

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About this Advisor

Todd Volkman is a certified financial planner working in Dallas, Texas with 3 years of industry experience. Volkman is an employee of Volkman Wealth Management, LLC. Their career trajectory has included roles at Dillon Gage Securities Inc, Raymond James Financial Services, Inc, Viewpoint Bank, Raymond James Financial Services Advisors Inc, Legacy Texas, Volkman Wealth Management, LLC, Segregation Holding, Fuller Wealth Management, LLC, Citigroup and Xo Wealth Management. Volkman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Volkman Wealth Management, LLC is a financial advisory business with a branch in Dallas, Texas.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Office Location

4329 Glenaire Drive
Dallas, TX 75229

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Todd Volkman Work History

Todd has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Volkman Wealth Management, LLC

2017 - 2020 (3 years)

Fuller Wealth Management, LLC

2017 - 2020 (3 years)

Xo Wealth Management

2015 - 2016 (1 year)

Segregation Holding

2014 - 2017 (3 years)

Raymond James Financial Services, Inc

2014 - 2017 (3 years)

Viewpoint Bank

2014 - 2017 (3 years)

Raymond James Financial Services Advisors Inc

2014 - 2017 (3 years)

Legacy Texas

2014 - 2014 (< 1 year)

Citigroup

2010 - 2014 (4 years)

Dillon Gage Securities Inc

*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 Todd Volkman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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