Denise
Zellers
Voya Financial Advisors, Inc
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About this Advisor
Denise Zellers is a financial advisor who works in Toledo, Ohio with 3 years of relevant experience. Zellers is on the advisory team at Voya Financial Advisors, Inc. Zellers has gained experience at Cardone Financial Group, Bowling Green State University, Lucas County Board Of Developmental Disabilities and Voya Financial Advisors, Inc. Zellers has a Series 63 license, certifying them as a securities broker, and is approved to work in Ohio. Voya Financial Advisors, Inc is a registered investment company that has its headquarters in Windsor, CT. The firm has offices in 299 locations and a total of 605 financial advisors. It manages $2 billion in total assets between its 13,909 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 13,909 client accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the services offered. However, fee types billed by Voya Financial Advisors, Inc most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Voya Financial Advisors, Inc Brokerage Details
$2,410,968,380
605
13,909
$173,339
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
Denise Zellers Work History
Denise has been registered as a financial advisor for 3 years.*
Cardone Financial Group
Voya Financial Advisors, Inc
Bowling Green State University
Lucas County Board Of Developmental Disabilities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Denise Zellers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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