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
Klamath Falls, OR
Credentials
Series 63, Series 66
Industry experience
28 years
Wesley Handley is a financial advisor with Voya Retirement Advisors, LLC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Voya Financial Advisors since 2016 and was previously with Voya Retirement Advisors. Voya Retirement Advisors provides retirement-plan investment advice and managed account services to participants in employer-sponsored plans, using advanced modeling techniques and third-party advice platforms to deliver personalized asset allocations and retirement income forecasts. The firm manages approximately $30.9 billion in discretionary assets and offers integrated solutions within the broader 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.
Klamath Falls, OR
Oregon
Voya Financial Advisors, Inc.
2016 - Present (10 years)
Voya Retirement Advisors
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 63, Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
Osaic Advisory Services, LLC
Series 63, Series 66
Klamath Falls, OR
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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