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Matthew John Voelker

Strategic Advisers LLC

Walnut Creek, CA

Walnut Creek, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-25
TX RA APPROVED 2025-06-25
  • CA RA
    APPROVED
    Since 2025-06-25
  • TX RA
    APPROVED
    Since 2025-06-25

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Walnut Creek, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frederick Keys Frederick MD 07/2022 09/2022
Fidelity Investments Walnut Creek CA 03/2025 Present
Boise Hawks Boise ID 05/2023 09/2023
Fortis Media Uab Granite Bay CA 10/2022 04/2023
Ottawa Titans Ottawa 05/2024 08/2024
Granite Bay High School Granite Bay CA 08/2013 06/2017
New Jersey Jackals Paterson NJ 08/2024 09/2024
Self Employed Granite Bay CA 10/2023 02/2025
Loyola Marymount University Los Angeles CA 07/2017 06/2021
Baylor University Waco TX 07/2021 06/2022
  • 07/2022 → 09/2022
    Frederick Keys
    Frederick, MD
  • 03/2025 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 05/2023 → 09/2023
    Boise Hawks
    Boise, ID
  • 10/2022 → 04/2023
    Fortis Media Uab
    Granite Bay, CA
  • 05/2024 → 08/2024
    Ottawa Titans
    Ottawa
  • 08/2013 → 06/2017
    Granite Bay High School
    Granite Bay, CA
  • 08/2024 → 09/2024
    New Jersey Jackals
    Paterson, NJ
  • 10/2023 → 02/2025
    Self Employed
    Granite Bay, CA
  • 07/2017 → 06/2021
    Loyola Marymount University
    Los Angeles, CA
  • 07/2021 → 06/2022
    Baylor University
    Waco, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-05
  • S66 Uniform Combined State Law Examination
    2025-06-05
Other Names
  • Matthew Voelker Ii
  • Matthew John Voelker
  • Matthew John Voelker
  • Matthew John Voelker Ii

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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