Advisor at Voya Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Voya Retirement Advisors, LLC
Location
Waukesha, WI
Credentials
CFA®, Series 63
Industry experience
24 years
Jeffrey Casper is a CFA® charterholder with 24 years of industry experience. He is currently with Voya Retirement Advisors, LLC and has held prior roles at OneAmerica Securities, OneAmerica Retirement Services, and BMO-affiliated firms. Voya Retirement Advisors, LLC provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans, utilizing third-party models and techniques such as discounted cash-flow and mean-variance optimization to deliver personalized asset allocations and retirement income forecasts. The firm offers discretionary management features and income-focused capabilities within an integrated platform alongside its affiliates in the Voya Financial group.
Based on Voya Retirement Advisors, LLC
$0+: Up to 0.60% annually, varies by plan and asset breakpoints, can be single flat tier or multi-tiered with negotiated breakpoints (confidential) $0+: Up to 0.25% annually for 3(21) and 3(38) plan sponsor services, fee negotiated and generally will not exceed this amount
Minimum fee: Platform fee is a per participant fixed dollar fee annual charge negotiated between plan sponsors and VRA, ranging from $0 to $6.00 annually. Fee-only: Platform fees and asset-based fees for Professional Management program; fees are deducted from retirement plan accounts monthly or quarterly.
Waukesha, WI
Wisconsin
Voya Financial Partners, LLC
2025 - Present (1 year)
Voya
2025 - Present (1 year)
OneAmerica Securities
2017 - 2025 (8 years)
OneAmerica Retirement Services
2017 - 2025 (8 years)
BMO Investment Distributors, LLC
2015 - 2016 (1 year)
BMO Harris Financial Advisors, Inc.
2012 - 2016 (4 years)
Harris Investment Management Inc
2012 - 2016 (4 years)
M&I Trust Company
2005 - 2016 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
CFP®
Milwaukee, WI
Hilltop Financial Advisors
Series 66
West Allis, WI
Navigant Consulting
Series 65
New Berlin, WI
Sperka Investment Management, LLC
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