  I've been extremely grateful to all my clients and friends who have referred me to others for me to serve. What a Wonderful Compliment! Thank You!
Dean A. Voelker, AAMS 574-968-4870 Ridgeway & Conger, Inc. Member FINRA/MSRB/ SIPC | Frequently Asked QuestionsClick a question link below to jump to the answer. Then click the question in the Answer paragraph to return to the top list of questions. | What does AAMS stand for? |
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| Who is Ridgeway & Conger? |
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| My account is currently with a larger investment firm. What benefits might I gain from investing with an independent broker? |
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| What is the story behind the Checkmark Logo? |
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| Who manages your website? |
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| What else can you help with besides 401(k)s? |
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| What is "Blog Talk Radio"? |
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| What else are you working on? |
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| What does AAMS stand for? |
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| Accredited Asset Management Specialist. It is from the College for Financial Planning www.cffp.edu, which I achieved in 2007. This was a comprehensive home study course which compliments my Series 7, 63, 66, and Life Insurance licenses. The course focuses on Stocks, Bonds, Mutual Funds, Annuities, Retirement Accounts (both business and personal), Insurance (also both business and personal), Diversification, Risk Management, and Estate Planning. | | Who is Ridgeway & Conger? |
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| Ridgeway & Conger is the firm which sponsors me as a Registered Independent Financial Advisor. Their website is www.ridgewayconger.com. They help to keep me out of trouble by monitoring all activity for compliance purposes, and also keep client records, and process transactions (done through Legent Clearing). Ridgeway & Conger, Inc is a member of FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation). | | My account is currently with a larger investment firm. What benefits might I gain from investing with an independent broker? |
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I believe that as an independent, I can offer a wider range of products and services (as well as more personal attention) to my clients. There have been a few excellent articles which also highlight the benefits of working with an independent. - Investment Advisor
- Street Advisor
- Earth Times
| | What is the story behind the Checkmark Logo? |
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The Orange Checkmark is my trademark and it represents 3 things.
- The letter "V" for "Voelker".
- Saving for retirement in a 401(k) plan should be at the top of your "To Do" list. Let me help you "check" that item off your list.
- The economic crisis of 2008 was tough on everyone. You can stay down or you can "bounce back". The arrow demonstrates "bouncing back".
| | Who manages your website? |
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| My website, logo, and business cards were designed and are managed by SIMPOVA Web Commerce ™ -- headquartered near St. Louis, MO. Visit www.simpova.com for more information and other web site examples. I am also working with Brian Rideout at BKR Studios, a local company in South Bend, IN, to manage my email marketing. | | What else can you help with besides 401(k)s? |
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| Please go to my Services link for a full display of services I offer. Since establishing my independent office as an advisor, my purpose has been to help others find solutions which both can grow your savings and protect your savings. Please contact me for a free portfolio review and we can determine which investments are right for you. | | What is "Blog Talk Radio"? |
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This is a very common question, which I have only recently learned about. Blog Talk Radio is a very exciting format, which allows me to broadcast a radio program over the Internet. There are a wide variety of topics and hosts. (Comedy, Music, Politics, Business, Cooking). My show "Improving Your Financial Health" airs weekly in 30 minute segments. I've had an opportunity to interview several fun & informative guests. A few include Carlos Frank, author of "101 Ways to Save Money", Kristin Harmel, author of several novels, Charlie Adams, former sportscaster for WSBT, and Erica Sandberg, author of "Expecting Money".
These people all have a positive message and I can even take calls! If you can't listen live, I hope you have an opportunity to listen to the recorded podcasts. Just visit www.blogtalkradio.com/401coach and find the program you want.
| | What else are you working on? |
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| I currently write a blog "Improve Your Financial Health" at http://deanvoelker.wordpress.com. Also I have been able to gather so much material on 401(k)s and investing, that I will be re-organizing it and using it to write a book. The book will be called "Fixing Your 401(k)". It is still in the works, however you can go to my blog for a sample: Fixing Your 401(k) **Sample**. |
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