Dauna
Bohlken
Voya Financial Advisors, Inc
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About this Advisor
Dauna Bohlken is a financial advisor operating in Redlands, California with a total of 1 year of industry experience. Bohlken is an advisor for Voya Financial Advisors, Inc. Their career trajectory has included roles at Ing, Ing Investment Advisors, Voya Financial, Voya Retirement Advisors and Voya Financial Advisors. Bohlken has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Voya Financial Advisors, Inc is an advisory firm headquartered in Windsor, CT. The company has offices in 299 locations and a total of 605 advisors. It administers $2 billion in assets under management between its 13,909 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 13,909 client accounts, 17% belong to high-net-worth investors who have greater than $1 million in investable assets. The company performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which service is offered. Fees charged by Voya Financial Advisors, Inc can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Dauna Bohlken Work History
Dauna has been registered as a financial advisor for 1 years.*
Voya Financial Advisors
Voya Financial
Voya Retirement Advisors
Ing
Ing Investment Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dauna Bohlken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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