Simone
Bauer

Voya Financial Advisors, Inc

CRD#5906474
Investment Advisor
in Lafayette, LA

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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

Series 65

Years of Experience

12 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

106 Oil Center Dr Ste 102E
Lafayette, LA 70503

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$13,452,055,842

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

1,696

LA Average: 166
Total Number of Accounts

74,955

LA Average: 7,189
Average Account Size

$179,468

LA 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

Simone Bauer Work History

Simone has 12 years of experience.

2014 - Present (6 years)

Voya Financial Advisors

2012 - Present (8 years)

Strategic Financial Concepts, LLC

2014 - 2014 (< 1 year)

Ing Financial Partners, Inc

2011 - 2014 (3 years)

Lpl Financial, LLC

2010 - 2011 (1 year)

Corporate Financial Strategies

2008 - 2010 (2 years)

Advance Insurance Group

Disclosures

Simone Bauer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Voya Financial Advisors, Inc

Michael Schug
Marinette, WI
Elizabeth Beall
Saint Joseph, MI
Joshua Mesenburg
Sandusky, OH
Jason Swedo
Barrington, IL
Brian Wright
Beaverton, OR
Christopher Lowe
Racine, WI
Jason Hewett
Bellevue, WA
John Landry
Glastonbury, CT

This content was compiled from the SEC and FINRA.

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