Advisor at VOYA Financial Advisors, Inc.
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 Financial Advisors, Inc.
Location
Eagan, MN
Credentials
Series 63, Series 65
Industry experience
3 years
Kyle Perisic is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and Amazon. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios, manager-driven accounts, and both discretionary and non-discretionary investment programs.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Financial planning or consulting services may be charged on a flat fee basis; seminar fees up to $500 per person or up to $10,000 fixed fee to corporate sponsors
$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%
Commission-based compensation for certain products offered through the firm’s role as broker-dealer
Financial planning or consulting services fees may be charged hourly; specific rates negotiated with client
Account minimum: $1,000 (generally for the Investor Channel Unified Managed Account Program); $5,000 minimum for Fidelity Program Fee-only: Fees generally range from 0.75% to 2.50% depending on third-party money manager selected, size, and services
Eagan, MN
Minnesota
Voya Financial Advisors
2024 - Present (2 years)
U.S. Bancorp Investments, Inc.
2021 - 2024 (3 years)
U.S. Bank
2020 - 2021 (1 year)
Amazon
2020 - 2020 (1 year)
United States Postal Service
2020 - 2020 (1 year)
American Military News
2019 - 2020 (1 year)
Eagle Financial Publications
2018 - 2020 (2 years)
The Daily Caller News Foundation
2018 - 2018 (1 year)
The Heritage Foundation
2018 - 2018 (1 year)
The Leadership Institute
2017 - 2017 (1 year)
The College Fix
2017 - 2018 (1 year)
Bambinis
2016 - 2017 (1 year)
Glen Lake BP
2009 - 2017 (8 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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Series 66
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CFP®, Series 63
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Series 65
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Carson Capital
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Series 63, Series 65
Savage, MN
Sword and Shield Solutions LLC
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