This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

THE TABLE FINANCIAL PLANNING LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

9

Designations

Certified Financial Planner

Exams

S65

First exam

May 6, 2024

First registration

May 6, 2024

Dual registered

no

IAPD individual key

7658834

• Occurred

  Jan 16, 2025
  Advisor changed firm

  Brian Voelker left Sequoia Financial Group, L.L.C. for The Table Financial Planning Llc (registered 2026-02-26)

  Form ADVobserved 5 days ago
• Occurred

  Nov 1, 2024
  Advisor changed firm

  Brian Voelker left Eide Bailly Advisors, Llc for Sequoia Financial Group, L.L.C. (registered 2024-09-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4fd250e-cdd1-dfc8-2c0c-4bff307a1b5f

First observed

May 6, 2024

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.