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Brian Voelker

The Table Financial Planning LLC

Fountain Hills, AZ

Fort Collins, CO

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Current Employers
The Table Financial Planning Llc

Fountain Hills, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-17
AZ RA APPROVED 2026-05-28
CO RA APPROVED 2026-04-22
FL RA APPROVED 2026-03-10
CA RA APPROVED 2026-02-26
IA RA APPROVED 2026-02-26
TX RA APPROVED 2026-02-26
VA RA APPROVED 2026-02-26
  • UT RA
    APPROVED
    Since 2026-08-17
  • AZ RA
    APPROVED
    Since 2026-05-28
  • CO RA
    APPROVED
    Since 2026-04-22
  • FL RA
    APPROVED
    Since 2026-03-10
  • CA RA
    APPROVED
    Since 2026-02-26
  • IA RA
    APPROVED
    Since 2026-02-26
  • TX RA
    APPROVED
    Since 2026-02-26
  • VA RA
    APPROVED
    Since 2026-02-26

Branch Locations

Fountain Hills, AZ • United States

Fort Collins, CO • 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
Eide Bailly Advisors, Llc. Fort Collins CO 11/2022 01/2024
Eide Bailly Financial Services, Llc. Fort Collins CO 11/2022 10/2024
Full-Time Student Fort Collins CO 08/2020 05/2023
Key2 Accounting Fort Collins CO 11/2020 05/2021
United States Air Force Shreveport LA 04/2015 04/2020
Unemployed Davison MI 05/2020 07/2020
Sequoia Financial Group, Llc. Akron OH 01/2024 11/2024
State Of Michigan Bureau Of Investing Lansing MI 01/2025 10/2025
The Table Financial Planning Fountain Hills AZ 10/2025 Present
  • 11/2022 → 01/2024
    Eide Bailly Advisors, Llc.
    Fort Collins, CO
  • 11/2022 → 10/2024
    Eide Bailly Financial Services, Llc.
    Fort Collins, CO
  • 08/2020 → 05/2023
    Full-Time Student
    Fort Collins, CO
  • 11/2020 → 05/2021
    Key2 Accounting
    Fort Collins, CO
  • 04/2015 → 04/2020
    United States Air Force
    Shreveport, LA
  • 05/2020 → 07/2020
    Unemployed
    Davison, MI
  • 01/2024 → 11/2024
    Sequoia Financial Group, Llc.
    Akron, OH
  • 01/2025 → 10/2025
    State Of Michigan Bureau Of Investing
    Lansing, MI
  • 10/2025 → Present
    The Table Financial Planning
    Fountain Hills, AZ
Previous Registrations
  • 2024-09-16 → 2025-01-16
    Sequoia Financial Group, L.L.C.
    Fort Collins, CO
    Akron, OH
  • 2024-05-06 → 2024-11-01
    Eide Bailly Advisors, Llc
    Sioux Falls, SD
    Fort Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-06
  • S65 Uniform Investment Adviser Law Examination
    2024-05-06
Designations

View on SEC IAPD

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