Philip Allan Voelker

Chief Investment Officer at Advanced Asset Management Advisors, Inc.

70 year

Finance

Consumer Services

Philip Allan Voelker active positions

Companies	Position	Start	End
Advanced Asset Management Advisors, Inc. Advanced Asset Management Advisors, Inc. Investment ManagersFinance Advanced Asset Management Advisors, Inc. (AAMA) is an independent registered investment advisor headquartered in Dublin, Ohio. The firm was founded by Robert D. Baker in 1998. AAMA provides investment advisory services to the Affiliated Mutual Funds, individuals and families, individual retirement accounts (IRAs), corporations, retirement plans (pension, profit-sharing, and 403b Plans), investment advisors, broker dealers and charitable organizations.	Chief Investment Officer	2001-10-31	-
	Portfolio Manager-Equities	2001-10-31	-

Career history of Philip Allan Voelker

Former positions of Philip Allan Voelker

Companies	Position	Start	End
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions.	Chief Investment Officer	1973-12-31	2000-12-31
Pacific Financial Group LLC Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans.	Portfolio Manager-Equities	2015-04-30	-

Training of Philip Allan Voelker

The Ohio State University

Undergraduate Degree

Statistics

International

United States

Operational

Chief Investment Officer	2
Portfolio Manager-Equities	2
Undergraduate Degree	1

Sectoral

Finance	4
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Private companies	3
Advanced Asset Management Advisors, Inc. Advanced Asset Management Advisors, Inc. Investment ManagersFinance Advanced Asset Management Advisors, Inc. (AAMA) is an independent registered investment advisor headquartered in Dublin, Ohio. The firm was founded by Robert D. Baker in 1998. AAMA provides investment advisory services to the Affiliated Mutual Funds, individuals and families, individual retirement accounts (IRAs), corporations, retirement plans (pension, profit-sharing, and 403b Plans), investment advisors, broker dealers and charitable organizations.	Finance
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions.	Finance
Pacific Financial Group LLC Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans.	Finance

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