Philip A. Voelker

ADVANCED ASSET MANAGEMENT ADVISORS

Dublin, OH 43017

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CRD#: 2820125

Professional summary

Philip Allan Voelker, who also goes by Philip Voelker, is a registered financial advisor currently at ADVANCED ASSET MANAGEMENT ADVISORS, INC. located in Dublin, Ohio.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Philip has worked at 2 firms and has passed the Series 3 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip Voelker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Allan Voelker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 3, 2003 - Present

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

Office #1: 4995 Bradenton Ave., Suite 210, Dublin, OH 43017

RIA

CRD#: 119859

Dublin, OH

Past

August 27, 1997 - March 1, 2002

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773

DUBLIN, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

CRD#: 119859 / SEC#: 801-61760

RIA

Registered Investment Advisory firm - (1/24/2003 Approved)

Maryland

Registered Investment Advisory firm - (1/30/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/30/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/3/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 3

Date: 10/18/1996

National Commodity Futures Examination

Principal/Supervisory Exam

Series 27

Date: 8/8/1997

Financial and Operations Principal Examination

Current Firm

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

CRD#: 119859 / SEC#: 801-61760

RIA

Registered Investment Advisory firm - (1/24/2003 Approved)

Maryland

Registered Investment Advisory firm - (1/30/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/30/2003 Terminated)

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Contact information

Main Address

4995 Bradenton Ave., Suite 210, Dublin, OH 43017

Mailing Address

Phone number

(614) 717-4451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AAMA ADV PART 2A AS OF 2024 12 31 (4/8/2025)

Regulatory assets under management

Total Number of Accounts	576
AUM (Assets Under Management)	$ 740,003,663

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Philip A. Voelker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Allan Voelker's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

MEEDER DISTRIBUTION SERVICES, INC.

Primary Firm SEC Registration

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 3

Date: 10/18/1996

Series 27

Date: 8/8/1997

Current Firm

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVANCED ASSET MANAGEMENT ADVISORS, INC.

TRUST BUT VERIFY

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