Michael
Kleczek

Voya Financial Advisors, Inc

CRD#2424576
Investment Advisor
in Rocklin, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Kleczek is a financial advisor based in Rocklin, California who has 7 years of industry experience. Kleczek works at Voya Financial Advisors, Inc. Their career trajectory has included roles at Nationwide Investment Services, Nationwide Investment Advisors, LLC and Voya Financial Advisors, Inc. Kleczek has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in California. Voya Financial Advisors, Inc is a registered investment company operating out of Windsor, CT. The investment advisory business has offices in 299 locations and a total of 605 people on staff. It has $2 billion in assets under management between its 13,909 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 13,909 customer accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a number 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. Fees for financial advice usually are based on the type of financial services provided. However, fee types billed by Voya Financial Advisors, Inc can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Rocklin, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

CA Average: $5,297,377,271
Total Number of Employees

605

CA Average: 35
Total Number of Accounts

13,909

CA Average: 690
Average Account Size

$173,339

CA Average: $7,677,358

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

Michael Kleczek Work History

Michael has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Voya Financial Advisors, Inc

2006 - 2015 (9 years)

Nationwide Investment Advisors, LLC

2000 - 2015 (15 years)

Nationwide Investment Services

*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 Michael Kleczek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Voya Financial Advisors, Inc

Ryan Vallee
Windsor, CT
Walter Ruczynski
Walnut Creek, CA
Christopher Nicola
Independence, OH
John Dubeansky
Austin, TX
William Fitzgerald
Windsor, CT
Raymond Coscia
Braintree, MA
Joseph Ade
Independence, OH
Michael Sotile
Nashville, TN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started