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Regan Lindell

Advisor at VOYA Financial Advisors, Inc.

Updated today
VOYA Financial Advisors, Inc. logo

Firm

VOYA Financial Advisors, Inc.

Location

Irvine, CA 92618

Credentials

Series 66

Industry experience

6 years

Fee options

Commissions

Commissions charged on certain broker-dealer products and services

Project-based

Hourly rates for additional consultations beyond standard financial planning sessions

Other

Account minimum: $15,000 Minimum fee: $5,000 administrative fee (non-negotiable) for certain advisory programs

Work history

Voya Financial Advisors

2023 - Present (3 years)

LPL Financial, LLC

2019 - 2023 (4 years)

UW Credit Union (University of Wisconsin Credit Union)

2019 - 2019 (1 year)

Camp Anokijig

2018 - 2018 (1 year)

Camp Anokijig

2017 - 2017 (1 year)

Camp Anokijig

2016 - 2016 (1 year)

UW-Madison

2015 - 2019 (4 years)

Disclosures

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

Craig H

Series 66

Monroe, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Noah B

Series 66

Monroe, WI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Intergenerational Families

Lydia S

Series 66

Monroe, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies

Misty W

Series 63, Series 66

Monroe, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management

Todd B

Series 63, Series 66

New Glarus, WI

Fidelity

Todd Brewer is the Vice President and Branch Leader at Fidelity Investments. In his current role, he focuses on creating an environment where associates are empowered to deliver exceptional experiences and outcomes for clients. He is dedicated to helping both associates and clients feel confident about their financial futures while fostering collaboration and innovation within his teams. Todd's professional journey has been largely with Fidelity Investments, where he has held various positions since 1999. His experience includes roles such as Branch Service Manager, Regional Consultant, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he worked at American Express Financial Advisors as a Financial Advisor and Office Administrator. Outside of his professional responsibilities, Todd has personal interests that include baseball, cars, golf, motorcycles, music, and pets.

Wealth management Financial Professional
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Marc F

Series 66

Monroe, WI

Monroe Financial Inc.

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