Kelly
Taylor

Voya Retirement Advisors, LLC

CRD#5852459
Investment Advisor
in Dewitt, MI

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About this Advisor

Kelly Taylor is a financial advisor based in Dewitt, Michigan, working with Voya Retirement Advisors, LLC. Kelly has previously held positions at Ing, Ing Investment Advisors, LLC, Voya Financial, Voya Retirement Advisors, and Voya Financial Advisors. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Kelly is part of Voya Retirement Advisors, LLC, which operates out of Dewitt, Michigan. The firm has 1 office and 136 employees. The firm manages assets totaling $27.0 billion. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Voya Retirement Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Dewitt, MI

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Voya Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$27,040,741,407

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

136

MI Average: 35
Total Number of Accounts

11,767

MI Average: 690
Average Account Size

$2,298,015

MI Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kelly Taylor Work History

2016 - Present (8 years)

Voya Financial Advisors

2014 - Present (10 years)

Voya Financial

2014 - 2016 (2 years)

Voya Retirement Advisors

2010 - 2014 (4 years)

Ing Investment Advisors, LLC

2008 - 2014 (6 years)

Ing

Disclosures

Please visit the SEC profile of Kelly Taylor 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 Retirement Advisors, LLC

William Trunick
Windsor, CT
Theresa Copson
Windsor, CT
Thomas Robinson
Dallas, NC
Clare Daily
Dallas, TX
Caesar Rossitto
Windsor, CT
Daniel Angelillo
Windsor, CT
Lisa Morgan
Windsor, CT
Matthew Maver
Windsor, CT

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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