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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

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-03
  • OR RA
    APPROVED
    Since 2025-06-03

Branch Locations

Gladstone, OR • United States

1201 Pacific Ave Suite 600, Tacoma, WA 98402 • 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
OrganizationCityStateFromTo
Cuna Brokerage Services, Inc. Waverly IA 04/2017 10/2018
Cuna Mutual Group Waverly IA 04/2017 10/2018
Unemployed Gladston OR 08/2016 04/2017
Valic Financial Advisors, Inc. Portland OR 10/2018 05/2025
Agia Houston TX 12/2022 05/2025
Voya Financial Advisors Windsor CT 06/2025 Present
  • 04/2017 → 10/2018
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 04/2017 → 10/2018
    Cuna Mutual Group
    Waverly, IA
  • 08/2016 → 04/2017
    Unemployed
    Gladston, OR
  • 10/2018 → 05/2025
    Portland, OR
  • 12/2022 → 05/2025
    Agia
    Houston, TX
  • 06/2025 → Present
    Voya Financial Advisors
    Windsor, CT
Previous Registrations
  • 2018-10-18 → 2025-05-14
    Portland, OR
    Portland, OR
    Portland, OR
  • 2017-06-30 → 2018-10-02
    Cuna Brokerage Services, Inc.
    Portland, OR
    Vancouver, WA
    Salem, OR
    Portland, OR
    Clackamas, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-23
S63 Uniform Securities Agent State Law Examination 1996-06-12
  • S66 Uniform Combined State Law Examination
    2017-06-23
  • S63 Uniform Securities Agent State Law Examination
    1996-06-12

View on SEC IAPD

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