Mathew
Stagner

Voya Financial Advisors, Inc

CRD#4493208
Investment Advisor
in Des Moines, IA
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About this Advisor

Mathew Stagner is a certified financial planner whose office is in Des Moines, Iowa. Currently a registered advisor at Voya Financial Advisors, Inc, they have gathered 13 years of work experience. Stagner has a Series 63 license, which designates them as a securities broker. Stagner is able to advise investors in Iowa. Throughout their career, Stagner has worked at Principal Financial, Princor, Principal Global Investors, Principal Funds Distributor and Voya Financial Advisors, Inc. Voya Financial Advisors, Inc is headquartered in Des Moines, Iowa, and operates out of 653 other locations throughout the country. As a company, Voya Financial Advisors, Inc oversees $14 billion in assets throughout 73,078 client accounts and retains more than 1,710 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 12,048 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 73,078 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Voya Financial Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

699 Walnut St Suite 1000
Des Moines, IA 50309

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$13,452,055,842

IA Average: $9,259,360,772
Total Number of Employees

1,696

IA Average: 166
Total Number of Accounts

74,955

IA Average: 7,189
Average Account Size

$179,468

IA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Mathew Stagner Work History

Mathew has 13 years of experience.

2015 - Present (4 years)

Voya Financial Advisors, Inc

2011 - 2015 (4 years)

Principal Funds Distributor

2010 - 2011 (1 year)

Principal Global Investors

2005 - 2010 (5 years)

Principal Financial

2005 - 2010 (5 years)

Princor

Disclosures

Mathew Stagner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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