Matthew R Voell

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 07/2018
  Personal Capital Advisors Corporation
  Denver, CO
• 07/2018 → 09/2021
  Personal Capital Advisors Corporation
  Denver, CO
• 07/2022 → Present
  Fisher Investments
  Denver, CO
• 10/2021 → 06/2022
  Human Interest
  Denver, CO

Previous Registrations

• 2015-06-02 → 2021-09-27
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
• 2014-05-06 → 2015-04-10
  Securian Financial Services, Inc.
  Greenwood Village, CO

Other Businesses

I AM PARTNER IN T&M VENTURES, LLC. IT IS A REAL ESTATE HOLDING COMPANY. NOT SECURITIES RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-30