Matthew Voecks is a registered investment advisor, based in Santa Barbara, CA, with 22 years of industry experience.
Location
24 E. Cota Street, Suite 200, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns ML Ventures, LLC, formed in 2022 for tax purposes related to his advisory business, dedicating minimal time. He is also a licensed insurance agent since 2024, authorized to sell group insurance, group benefits, and fixed annuities, though he is not currently selling these products.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
Securian Financial Services, INC.Broker
Waddell & Reed, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.