MV
Matthew G. Voigtlander
ROSSJOHNSON & ASSOCIATES
Plymouth, MN 55447
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CRD#: 6850428
MV
Professional summary
Matthew Gary Voigtlander is a registered financial advisor currently at ROSSJOHNSON & ASSOCIATES, LLC located in Plymouth, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Matthew Gary Voigtlander is a Licensed Insurance Agent at ROSS\JOHNSON & Associates LLC. His responsibilities include reviewing insurance options with clients and to put in place the best products for the client. Location of the business: 3380 Annapolis Ln N Ste B100 Plymouth MN 55447 USA. Start date with business: 2019-12-01. Hours per month devoted to business during trading hours: 20. Hours per month devoted to business outside trading hours: 5. Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Gary Voigtlander's 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®
NoneExperience
Current
May 30, 2019 - Present
ROSSJOHNSON & ASSOCIATES, LLC
Office #1: 3380 Annapolis Lane N B-100, Plymouth, MN 55447RIA
CRD#: 297583
Plymouth, MN
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".
R&
ROSSJOHNSON & ASSOCIATES, LLC
ROSSJOHNSON & ASSOCIATES, LLC
CRD#: 297583 / SEC#: 801-118296
RIA
Registered Investment Advisory firm - (3/24/2020 Approved)Michigan
Registered Investment Advisory firm - (1/3/2020 Terminated)Minnesota
Registered Investment Advisory firm - (3/27/2020 Terminated)Texas
Registered Investment Advisory firm - (3/26/2020 Terminated)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
Minnesota(5/30/2019)
Current Firm
R&
ROSSJOHNSON & ASSOCIATES, LLC
ROSSJOHNSON & ASSOCIATES, LLC
CRD#: 297583 / SEC#: 801-118296
RIA
Registered Investment Advisory firm - (3/24/2020 Approved)Michigan
Registered Investment Advisory firm - (1/3/2020 Terminated)Minnesota
Registered Investment Advisory firm - (3/27/2020 Terminated)Texas
Registered Investment Advisory firm - (3/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3380 Annapolis Lane N B-100, Plymouth, MN 55447
Mailing Address
Phone number
(763) 560-2127
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 566 |
| AUM (Assets Under Management) | $ 170,415,282 |
Red Flags
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