Matthew A. Volkers
Professional summary
Matthew Allan Volkers, who also goes by Matt Volkers, Matthew Allan Volkers, Matthew Volkers, Matthew A Volkers, is a registered financial professional currently at ALLIANZ LIFE FINANCIAL SERVICES, LLC located in Minneapolis, Minnesota.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Allan Volkers's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2025 - Present
ALLIANZ LIFE FINANCIAL SERVICES, LLC
Office #1: 5701 Golden Hills Drive, Minneapolis, MN 55416March 11, 2022 - September 29, 2025
AMERITAS ADVISORY SERVICES, LLC
March 8, 2022 - March 9, 2022
AMERITAS ADVISORY SERVICES, LLC
March 8, 2022 - September 29, 2025
AMERITAS INVESTMENT COMPANY, LLC
August 31, 2021 - March 10, 2022
CETERA WEALTH SERVICES, LLC
August 31, 2021 - March 10, 2022
FIRST ALLIED SECURITIES, INC.
August 31, 2021 - March 10, 2022
CETERA INVESTMENT SERVICES LLC
August 31, 2021 - March 10, 2022
CETERA FINANCIAL SPECIALISTS LLC
August 31, 2021 - March 10, 2022
CETERA ADVISORS LLC
August 31, 2021 - March 10, 2022
CETERA WEALTH SERVICES, LLC
August 12, 2019 - August 12, 2020
CETERA INVESTMENT ADVISERS LLC
November 23, 2016 - November 2, 2017
GIRARD SECURITIES, INC.
November 23, 2016 - August 12, 2019
SUMMIT BROKERAGE SERVICES, INC.
November 23, 2016 - August 12, 2019
FIRST ALLIED SECURITIES, INC.
November 23, 2016 - August 12, 2020
CETERA INVESTMENT SERVICES LLC
November 12, 2015 - November 8, 2016
INVESTORS CAPITAL CORP.
January 8, 2014 - August 12, 2019
CETERA WEALTH SERVICES, LLC
May 31, 2013 - December 31, 2013
CETERA INVESTMENT SERVICES LLC
May 31, 2013 - August 12, 2019
CETERA ADVISORS LLC
May 31, 2013 - August 12, 2020
CETERA FINANCIAL SPECIALISTS LLC
May 29, 2013 - August 12, 2019
CETERA WEALTH SERVICES, LLC
January 31, 2011 - May 3, 2013
SECURITIES AMERICA, INC.
August 14, 2008 - February 23, 2010
U.S. BANCORP INVESTMENTS, INC.
November 12, 2007 - July 14, 2008
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/17/2025)
Exams
FINRA
Current Firm
ALLIANZ LIFE FINANCIAL SERVICES, LLC
CRD#: 612 / SEC#: , 8-13630
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA | OWNER | |
| DIAN, MATTHEW CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2246088 |
| GAUMOND, WILLIAM EDWARD | DIRECTOR | 5294073 |
| HELMEN, JOHN CURTIS | ASSISTANT VICE PRESIDENT, DISTRIBUTION NATIONAL ACCOUNTS | 4988276 |
| LORD-KRAHN, KRISTINE MARIE | CHIEF LEGAL OFFICER | 4241291 |
| THOMES, ERIC JON | CHIEF EXECUTIVE OFFICER | 4645308 |
| WALTHER, COREY JAY | PRESIDENT | 2398952 |
| WYSOCKI, REBECCA | PRINCIPAL OPERATIONS OFFICER | 6558204 |
| WYSOCKI, REBECCA | CHIEF FINANCIAL OFFICER | 6558204 |
| WYSOCKI, REBECCA | PRINCIPAL FINANCIAL OFFICER | 6558204 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
