Barry Hathaway Benkelman

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-29
KS	RA	APPROVED	2019-05-14

TX RA
APPROVED

Since 2020-04-29
KS RA
APPROVED

Since 2019-05-14

Branch Locations

Lawrence, KS • United States

7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Voya Financial Advisors	Lawrence	KS	09/2014	Present

09/2014 → Present

Voya Financial Advisors

Lawrence, KS

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4209 CROFTON CT. LAWRENCE; LAWRENCE; KS; 66049; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/18/2011; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:John B. LaGarde Estate; No; 4209 Crofton Court; Lawrence; KS; 66049; Estate Rental Property; partial owner; 3/1/2020; 1; 0; General Duties|NAME OF ENTITY:Barry Benkelman-Estate Property; No; 4209 Crofton Court; Lawrence; KS; 66049; Estate Rental Property; partial owner; 2/28/2020; 1; 0; Limited Duties|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-05
S63	Uniform Securities Agent State Law Examination	1997-08-29

S66 Uniform Combined State Law Examination

2018-07-05
S63 Uniform Securities Agent State Law Examination

1997-08-29

View on SEC IAPD