Michael
Zahm

Voya Financial Advisors, Inc

CRD#6381591
Investment Advisor
in Fishers, IN

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About this Advisor

Michael Zahm is a financial advisor working out of Fishers, Indiana who has 7 years of relevant experience. Zahm currently works for Voya Financial Advisors, Inc. During their career, Zahm has held roles at Gemmer Wealth Management, Hamilton Southeastern Schools, Axa Advisors LLC and Voya Financial Advisors, Inc. Zahm maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Indiana. Voya Financial Advisors, Inc is a business operating out of Windsor, CT. The company has offices in 299 locations and a total of 605 people on staff. It oversees $2 billion in total assets between its 13,909 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 13,909 accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services are offered. Fee types billed by Voya Financial Advisors, Inc most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

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

Fishers, IN

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,410,968,380

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

605

IN Average: 35
Total Number of Accounts

13,909

IN Average: 690
Average Account Size

$173,339

IN 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 Zahm Work History

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

2016 - Present (8 years)

Voya Financial Advisors, Inc

2014 - Present (10 years)

Gemmer Wealth Management

2014 - 2016 (2 years)

Axa Advisors LLC

1998 - 2014 (16 years)

Hamilton Southeastern Schools

*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 Zahm 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

Melissa Myers
Hilton Head Island, SC
Matthew Smith
San Francisco, CA
Tanya Campbell
Indianapolis, IN
Joseph Ade
Independence, OH
Sam Walsh
Dublin, OH
James Bermingham
Federal Way, WA
Roosevelt Terry
Windsor, CT
Scott Andrews
Windsor, CT

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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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.

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