Bloomington, MN Office

Team
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VOYA Financial Advisors, Inc. logo

VOYA Financial Advisors, Inc.

Enterprise

Firm-wide stats for VOYA Financial Advisors, Inc.

Total advisors

748

Across 217 offices

Clients per advisor

22 Very Low

Avg AUM per client

$236,678 Low

HNW client ratio

19% Typical

About

Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed account (UMA) and wrap programs, third‑party money manager access, and retirement-plan and IRA advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm delivers these services through a large network of investment adviser representatives and a product shelf that includes both affiliated and unaffiliated investment products.

VFA structures client relationships around investment policy statements and model allocations, combining in‑house and outside strategists, model portfolios, and technology-enabled tools—such as Morningstar-powered retirement advice and sub-advised custom indexing and tax‑loss harvesting—to implement recommendations. Many programs and accounts are managed on a non‑discretionary basis, with advisors providing recommendations and seeking client authorization for trades, while certain wrap and UMA arrangements permit limited discretionary sleeve management and rebalancing.

What is distinctive in the brochure is VFA’s dual role as an SEC-registered investment adviser and a FINRA-member broker‑dealer: the firm discloses that certain products are offered only in its broker‑dealer capacity and that some client purchases may generate commissions, and it describes product‑sponsor and share‑class selection practices (Product Partners and revenue arrangements) that create potential conflicts of interest. The brochure also highlights an uncommon asset mix among enterprise peers—approximately $3.8 billion of non‑discretionary assets versus about $69.7 million of discretionary assets as of year‑end 2025—reflecting a heavier reliance on client‑approved (non‑discretionary) relationships.

Based on VOYA Financial Advisors, Inc.

Expertise

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy

Based on VOYA Financial Advisors, Inc.

Occupation focus

Founder/Business Owner Executive Retired Self-Employed

Based on VOYA Financial Advisors, Inc.

Demographic focus

Approaching retirement Retired

Based on VOYA Financial Advisors, Inc.

Location

10800 Lyndale Avenue S., Suite 355

Bloomington MN 55420

Advisors at this office

6

Advisors at this office

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Lauren K

Series 66

Bloomington, MN

VOYA Financial Advisors, Inc.

Lauren Koschmeder is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining VOYA, she worked at Akamai Investment Advisors and The University Club - Madison. In addition to her advisory role, she is an independent insurance agent involved in fixed insurance product sales. VOYA Financial Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a broad network of advisers using both affiliated and third-party investment products.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Andre L

Series 63, Series 65

Bloomington, MN

VOYA Financial Advisors, Inc.

Andre Lanka is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is a co-owner of Twin Pines Financial and an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of model portfolios, third-party managers, and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Brian J

Series 63, Series 65

Bloomington, MN

VOYA Financial Advisors, Inc.

Brian Jakubiak is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has been with VOYA since 2014 and concurrently serves in the Minnesota National Guard since 1990. Outside of his advisory role, he is a co-owner of a financial services firm and an independent agent for fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer firm offering a range of financial planning and portfolio management services to individuals, institutional clients, and retirement plans. The firm integrates in-house and third-party strategies with technology tools to support both discretionary and non-discretionary account management.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Landin P

Series 66

Bloomington, MN

VOYA Financial Advisors, Inc.

Landin Peterson is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc., based in Bloomington, MN. He joined Voya Financial Advisors in 2026 and has prior experience at AMC Theatres and in full-time education. VOYA Financial Advisors, Inc. serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, portfolio management, and advisory services. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement client-focused investment strategies, often operating on a non-discretionary basis but also offering limited discretionary management options.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Benjamin G

Series 66

Bloomington, MN

VOYA Financial Advisors, Inc.

Benjamin Goshgarian is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Voya, he worked at WCC and RCC, and spent twelve years affiliated with the University of Minnesota. He also holds a position as an independent insurance agent, selling fixed and life insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
user avatar

Juliette M

Series 66

Bloomington, MN

VOYA Financial Advisors, Inc.

Juliette Marth is a financial advisor with Voya Financial Advisors, Inc. based in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Outside of her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes model portfolios and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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