Voya Financial Advisors, Inc
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About this Advisor
Simone Bauer is an investment advisor in Lafayette, Louisiana. Currently an advisor at Voya Financial Advisors, Inc, they have gathered 11 years of work experience. Bauer holds a Series 65 license, qualifying the advisor as an investment advisor representative. Bauer is able to advise clients in Louisiana. Their career trajectory has included roles at Corporate Financial Strategies, Advance Insurance Group, Lpl Financial, LLC, Strategic Financial Concepts, LLC, Ing Financial Partners, Inc and Voya Financial Advisors. Voya Financial Advisors, Inc is headquartered in Lafayette, Louisiana, and has 653 offices throughout the nation. In aggregate, Voya Financial Advisors, Inc oversees $14 billion in assets throughout 74,955 accounts and retains more than 1,696 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 12,700 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 74,955 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Voya Financial Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Voya Financial Advisors, Inc Brokerage Details
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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
Simone Bauer Work History
Simone has 12 years of experience.
Voya Financial Advisors
Strategic Financial Concepts, LLC
Ing Financial Partners, Inc
Lpl Financial, LLC
Corporate Financial Strategies
Advance Insurance Group
Simone Bauer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Voya Financial Advisors, Inc
Saint Joseph, MI