Michael
Helsel
Voya Financial Advisors, Inc
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About this Advisor
Michael Helsel is a financial advisor working in Independence, Ohio with 12 years of relevant experience. Helsel is an employee of Voya Financial Advisors, Inc. The advisor has gained experience at Voya Financial Advisors, Ing Financial Partners, Inc, The Verdi Group and The Verdi Agency, LLC. Helsel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York and Ohio. Voya Financial Advisors, Inc is an advisory business that has its headquarters in Windsor, CT. It has offices in 299 locations and a total of 605 employees. It administers $2 billion in assets between its 13,909 client accounts, placing it among the largest firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 13,909 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets. Voya Financial Advisors, Inc performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fee types charged by Voya Financial Advisors, Inc may include some blend 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
Michael Helsel Work History
Michael has been registered as a financial advisor for 12 years.*
Voya Financial Advisors
The Verdi Agency, LLC
The Verdi Group
Ing Financial Partners, Inc
*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 Michael Helsel 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
Windsor, CT
Addison, TX
Upper Darby, PA
Windsor, CT
Braintree, MA
Newburgh, NY
Windsor, CT
Nashville, TN
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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