Karla Jean Christianson Greer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 10/2019
  Madrona Financial Group
  Seattle, WA
• 09/2014 → Present
  Voya Financial Advisors
  Seattle, WA

Previous Registrations

• 2000-08-28 → 2011-01-03
  Voya Financial Partners, Llc
  Spokane, WA
  Portland, OR
  Spokane, WA

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1201 Pacific Ave Suite 600; Tacoma; WA; 98402; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 7/7/2016; 10; 0; sales of fixed insurance products| NAME OF ENTITY:LEGACY HILLS HOME OWNERS ASSOC; No; 1507 E LEGACY LANE; SPOKANE; WA; 99208; WE MANAGE THE COMMON PLACES OF THE NEIGHBORHOOD; TREASURER; 1/1/2006; 1; 0; COLLECT DUES FOR NEIGHBORHOOD AND PAY BILLS ASSOCIATED WITH THE NEIGHBORHOOD| NAME OF ENTITY:West Priest Lake Cabin Owners Association; No; 469 Lake Shore Drive; Priest Lake; ID; 83856; To protect and preserve the rights of the federal recreation residence permit holders of Priest Lake ID; Treasurer; 9/1/2021; 1; 0; Collect Cabin owners fees| NAME OF ENTITY:POA; No; 1507 E Legacy Lane; Spokane; WA; 99208; Power of Attorney; POA; 11/30/2022; 0; 0; Take care of personal and financial dealings if my husband is unable to make those decisions on his own|

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-24
• S63 Uniform Securities Agent State Law Examination
  1992-07-10

Designations

• Chartered Financial Consultant

Other Names

• Karla Jean Christianson
• Karla Jean Greer