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Nicholas Trout

Advisor at Voya Retirement Advisors, LLC

Updated today

Firm

Voya Retirement Advisors, LLC

Location

Hilliard, OH

Credentials

Series 63, Series 65

Industry experience

14 years

About

Nicholas Trout is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and SS&C Technologies. 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 manages approximately $30.9 billion in discretionary assets and offers features like discretionary rebalancing and income-focused options within an integrated recordkeeping, trust, and insurance platform.

Client services

Based on Voya Retirement Advisors, LLC

Portfolio management Pension consulting

Expertise

Based on Voya Retirement Advisors, LLC

General retirement planning Retirement income strategy Income planning Annuities

Demographic focus

Based on Voya Retirement Advisors, LLC

Approaching retirement Retired

Fee options

Percentage

$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

Other

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.

Location

Hilliard, OH

Most active in

Connecticut · Ohio

Work history

Voya Financial Partners, LLC

2024 - Present (2 years)

Voya

2024 - Present (2 years)

Nationwide Investment Services Corporation

2022 - 2024 (2 years)

SS&C Technologies

2022 - 2022 (1 year)

Nationwide Investment Services Corporation

2011 - 2022 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Baby Boomers (Born 1946-1964) Approaching retirement
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Series 66

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Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Passive / index investing Active portfolio management
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Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Series 65

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Active portfolio management
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CFP®, Series 63, Series 65

Worthington, OH

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General retirement planning Business exit / sale strategy Cash flow / budgeting
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