Timothy
Ertz

Voya Retirement Advisors, LLC

CRD#2863360
Investment Advisor
in Portland, OR

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About this Advisor

Timothy Ertz is a financial advisor based in Portland, Oregon, working with Voya Retirement Advisors, LLC. Timothy has previously held positions at Voya Financial Advisors, Inc, Standard Insurance Company, and Voya Retirement Advisors, LLC. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Timothy is part of Voya Retirement Advisors, LLC, which operates out of Portland, Oregon. The firm has 1 office and 136 employees. The firm manages assets totaling $27.0 billion and offers 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 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Portland, OR

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Voya Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$27,040,741,407

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

136

OR Average: 35
Total Number of Accounts

11,767

OR Average: 690
Average Account Size

$2,298,015

OR Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Timothy Ertz Work History

2022 - Present (2 years)

Voya Financial Advisors, Inc

2022 - Present (2 years)

Voya Retirement Advisors, LLC

2000 - 2022 (22 years)

Standard Insurance Company

Disclosures

Please visit the SEC profile of Timothy Ertz 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

Ridha Durrani
Frisco, TX
Daniel Angelillo
Windsor, CT
Gordon Ward
Windsor, CT
Michelle Stewart
Houston, TX
William Trunick
Windsor, CT
Willie Griffin
Charlotte, NC
Theresa Copson
Windsor, CT
Matthew Maver
Windsor, CT

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