Advisor at Voyage Wealth Management, LLC
Updated today
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
Voyage Wealth Management, LLC
Location
Diberville, MS
Credentials
Series 63, Series 65
Industry experience
4 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement withdrawal strategies
General retirement planning
Social Security optimization
Medicare planning
General estate planning guidance
Occupation focus
Retired
Demographic focus
Approaching retirement
Retired
Fee options
1.15% - 0.65%
$1,000 - $5,000
Work history
Voyage Wealth Management, LLC
2026 - Present (1 year)
Northwestern Mutual Wealth Management Company
2023 - 2025 (2 years)
Northwestern Mutual Life Insurance Company
2023 - 2025 (2 years)
Downtown Bistro
2022 - 2024 (2 years)
Steven Dugal
2021 - 2023 (2 years)
Northwestern Mutual Investment Services LLC
2021 - 2025 (4 years)
Northwestern Mutual Life Insurance Company
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Two Brothers Smoked Meats
2019 - 2020 (1 year)
Piedmont Driving Club
2018 - 2019 (1 year)
Unemployed
2016 - 2018 (2 years)
CW Matthews Contracting Co
2016 - 2016 (1 year)
Landscaping Business
2006 - 2016 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Tricia K
CFP®, CPA
Gulfport, MS
Inspired Financial Planners
Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.
Wendy R
ChFC®, Series 66
Gulfport, MS
Edward Jones
Mark H
Series 66
Gulfport, MS
Edward Jones
Terry C
Series 63, Series 66
Gulfport, MS
Edward Jones
Andre' G
Series 66
Biloxi, MS
Edward Jones
Lisa S
CFP®, Series 66
Ocean Springs, MS
Edward Jones
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