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James Francis Voellinger

VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.·BELLEVILLE, Illinois
Clean recordVOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
4010 N ILLINOIS STREET, SUITE 3, BELLEVILLE, IL 62226CRD# 4357757Firm CRD# 106860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Francis Voellinger · BELLEVILLE, IL
Registration
CRD #4357757 · VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

James Francis Voellinger is a registered financial advisor based in BELLEVILLE, Illinois, affiliated with VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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Firm Overview

Firm
VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.
AUM
$30M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Hourly charges
Regulatory
SEC/IARD CRD# 4357757
Firm CRD# 106860
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Francis Voellinger offer?
James Francis Voellinger specializes in Financial Planning, Investment Management. Contact their office in BELLEVILLE, Illinois for a consultation.
What are James Francis Voellinger's credentials?
James Francis Voellinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Francis Voellinger located?
James Francis Voellinger is based in BELLEVILLE, Illinois, working with VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.. Their office serves clients in the BELLEVILLE metropolitan area and surrounding communities.
How does James Francis Voellinger charge for services?
James Francis Voellinger's firm is compensated through hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.?
VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C. has approximately 6 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VOELLINGER, SIMPSON, DOLAN & ASSOCIATES, P.C.

John Craig Simpson
BELLEVILLE, IL
Carol Irene Johnson
BELLEVILLE, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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Research
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