Amit Kumar
Advisor at VOYA Financial Advisors, Inc. — Lisle, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Lisle, IL 60532
VOYA Financial Advisors, Inc.
Enterprise
Amit Kumar is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has held roles at AK Wealth Advisors and Raj Wealth Management and is also a lecturer at Benedictine University and an adjunct instructor at Saint Xavier University. Outside of finance, he is active as a musician and has technology management responsibilities at Aon. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement services to individuals, pension plans, nonprofits, and corporate clients. The firm uses investment policy statements and model portfolios supported by in-house and external strategists, offering a mix of discretionary and non-discretionary management through a broad network of investment adviser representatives.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Flat fees up to $100,000 per year for plan sponsor services and for financial planning/consulting services
$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%
Commission charges for certain financial products offered through VFA in its broker-dealer capacity
Hourly rate up to $500/hour for certain plan sponsor services and financial planning/consulting services
Account minimum: $1,000 Fee-only: Financial Planning and Consulting Services fees on flat fee or hourly basis; financial planning seminar fees up to $500 per person or flat fee up to $10,000 to corporate sponsors
Lisle, IL
2525 Cabot Drive, Suite 100 R
Lisle IL 60532
Advisors at this office
8
Illinois · Texas
9 years of industry experience
AK Wealth Advisors
2026 - Present • 1 year
Naperville, IL
Raj Wealth Management
2025 - 2026 • 1 year
Naperville, IL
Benedictine University
2017 - Present • 9 years
Lisle, IL
Voya Financial Advisors, Inc.
2016 - Present • 10 years
Lisle, IL
Aon
2016 - Present • 10 years
Chicago, IL
Saint Xavier University
2007 - Present • 19 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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