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 based in Fishers, Indiana, working with Voya Financial Advisors, Inc. Michael has previously held positions at Gemmer Wealth Management, Hamilton Southeastern Schools, Axa Advisors LLC, and Voya Financial Advisors, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Michael is part of Voya Financial Advisors, Inc, which operates out of Fishers, Indiana. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$2,684,787,857

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

529

IN Average: 35
Total Number of Accounts

13,923

IN Average: 690
Average Account Size

$192,831

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

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

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

Brannigan Judge
Pittsford, NY
Kevin Meserve
Fairfax, VA
John Harmatuk
Manlius, NY
Gregory Springfield
Columbus, OH
Aaron Kim
Lisle, IL
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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