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Karla Jean Christianson Greer

Voya Financial Advisors, Inc.

Tacoma, WA

Spokane, WA

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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2011-01-03
  • WA RA
    APPROVED
    Since 2011-01-03

Branch Locations

1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States

827 West First Ave Suite 322, Spokane, WA 99201 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Madrona Financial Group Seattle WA 07/2014 10/2019
Voya Financial Advisors Seattle WA 09/2014 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-24
S63 Uniform Securities Agent State Law Examination 1992-07-10
  • S65 Uniform Investment Adviser Law Examination
    1998-11-24
  • S63 Uniform Securities Agent State Law Examination
    1992-07-10
Designations
Other Names
  • Karla Jean Christianson
  • Karla Jean Greer

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