Addison D Volkman
Investment adviser representative at Pettinga Financial Advisors, LLC
14 yearsExperience
2 statesRegistered in
$1.3BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Pettinga Financial Advisors, LLCJun 2021 to now
- Full-time EducationAug 2020 to May 2021
- Pettinga Financial Advisors LLCMay 2020 to Aug 2020
- Full-time EducationAug 2018 to May 2020
- Pettinga Financial Advisors LLCMay 2018 to Aug 2018
- Full-time EducationAug 2017 to May 2018
- Pettinga Financial Advisors LLCJun 2017 to Aug 2017
- Full-time EducationJan 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Pettinga Financial Advisors, LLC
$1.3BAssets managed
712Clients
8Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7517958
- Firm CRD
- 156369