Julie Renee Kurland

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

• 09/2014 → Present
  Voya Financial Advisors
  Leawood, KS
• 01/2015 → Present
  Simmons Wealth Management
  Leawood, KS

Other Businesses

NAME OF ENTITY:Simmons Wealth Management; Yes; 10740 NALL AVE STE 120; OVERLANDPARK; KS; 66211; Financial Services/DBA; IAR; 1/9/2015; 160; 160; Sale of fixed insurance, securities, and investment products.| NAME OF ENTITY:UES Investors DBA Unforked; No; 7337 W 119TH ST; OVERLAND PARK; KS; 66213; Restaurant; Shareholder; 5/1/2011; 0; 0; Involvement is a shareholder only| CITY OF LAKE QUIVIRA POSITION: Council Member NATURE: A Volunteer city council member for my city/neighborhood concluding December 2025. Assist other volunteer councilmembers and the city Mayor in budgeting, ordinances, event planning, security for the neighborhood. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2024 ADDRESS: 10 Crescent Blvd., Lake Quivira KS 66217, United States DESCRIPTION: See above. No specific duties other than group projects as outlined in the previous section. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/19/2013 Address: DESCRIPTION: sales of fixed insurance products

Exams

• S66 Uniform Combined State Law Examination
  2013-12-27

Other Names

• Julie Renee Simmons