Zach
Saalfeld

Voya Financial Advisors, Inc

CRD#6997987
Investment Advisor
in Omaha, NE

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About this Advisor

Zach Saalfeld is a financial advisor based in Omaha, Nebraska, working with Voya Financial Advisors, Inc. Zach has previously held positions at American Century Investment Services, Inc, William Jewell College, Woodhouse Auto Family, Computer Engineering Inc, Ahrens & Niemeier Auctions, Rives Contracting Design, Sam's Club, and Voya Financial Advisors. Zach has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Zach is part of Voya Financial Advisors, Inc, which operates out of Omaha, Nebraska. 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 63, Series 65

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

14301 Fnb Parkway Ste 203
Omaha, NE 68154

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

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

529

NE Average: 35
Total Number of Accounts

13,923

NE Average: 690
Average Account Size

$192,831

NE 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

Zach Saalfeld Work History

2023 - Present (2 years)

Voya Financial Advisors

2018 - 2023 (5 years)

American Century Investment Services, Inc

2018 - 2018 (< 1 year)

Woodhouse Auto Family

2017 - 2017 (< 1 year)

Computer Engineering Inc

2015 - 2017 (2 years)

Woodhouse Auto Family

2015 - 2015 (< 1 year)

Ahrens & Niemeier Auctions

2015 - 2015 (< 1 year)

Rives Contracting Design

2015 - 2015 (< 1 year)

Sam'S Club

2014 - 2018 (4 years)

William Jewell College

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zach Saalfeld 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

Gregory Springfield
Columbus, OH
Jared Deboer
Columbus, OH
John Harmatuk
Manlius, NY
Aaron Kim
Lisle, IL
James Craig
Windsor, CT
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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