Unclaimed Profile

Matthew Edward Volkman

PETTINGA FINANCIAL ADVISORS, LLC·EVANSVILLE, Indiana

Series 65Clean record30 years registeredPETTINGA FINANCIAL ADVISORS, LLC

519 MAIN STREET, STE 100, EVANSVILLE, IN 47708CRD# 2511388Firm CRD# 156369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Edward Volkman · EVANSVILLE, IN

Registration

CRD #2511388 · PETTINGA FINANCIAL ADVISORS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

PETTINGA FINANCIAL ADVISORS, LLC

Jan 2012 – present

PETTINGA FINANCIAL ADVISORS INC

Apr 1996 – Mar 2011

EVANSVILLE, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 3, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETTINGA FINANCIAL ADVISORS, LLC

CRD 156369 · SEC 801-72154

AUM

$1.0B

Regulatory assets under management

Employees

2,120 client accounts

Services offered by PETTINGA FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETTINGA FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Edward Volkman offer?

Matthew Edward Volkman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.

What are Matthew Edward Volkman's credentials?

Matthew Edward Volkman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Edward Volkman located?

Matthew Edward Volkman is based in EVANSVILLE, Indiana, working with PETTINGA FINANCIAL ADVISORS, LLC. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.

How does Matthew Edward Volkman charge for services?

Matthew Edward Volkman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETTINGA FINANCIAL ADVISORS, LLC?

PETTINGA FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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