Brian
Koch

Voya Financial Advisors, Inc

CRD#5968894
Investment Advisor
in North Canton, OH

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About this Advisor

Brian Koch is a financial advisor based in North Canton, Ohio, working with Voya Financial Advisors, Inc. Brian has previously held positions at Lineweaver Financial Group, Sigma Financial Corporation, Spc, Lineweaver Wealth Advisors, LLC, Voya Financial Advisors, Inc, Koch Cushing Financial Group, and Triad Advisors, Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Brian is part of Voya Financial Advisors, Inc, which operates out of North Canton, Ohio. 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 66

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

5906 Mayfair Road Nw
North Canton, OH 44720

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

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

529

OH Average: 35
Total Number of Accounts

13,923

OH Average: 690
Average Account Size

$192,831

OH 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

Brian Koch Work History

2024 - Present (0 year)

Koch Cushing Financial Group

2015 - Present (9 years)

Voya Financial Advisors, Inc

2015 - 2015 (< 1 year)

Triad Advisors, Inc

2014 - 2015 (1 year)

Lineweaver Wealth Advisors, LLC

2012 - 2015 (3 years)

Sigma Financial Corporation

2012 - 2015 (3 years)

Spc

2011 - 2015 (4 years)

Lineweaver Financial Group

Disclosures

Please visit the SEC profile of Brian Koch 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

James Craig
Windsor, CT
Jared Deboer
Columbus, OH
Rebecca Ruvolo
Independence, OH
Gregory Springfield
Columbus, OH
Aaron Kim
Lisle, IL
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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