Des Moines, IA Office

Team
Updated today

Client AUM

$3,860,932,965

Clients

16,313

Advisors

5

Of 747 advisors across 225 offices

Location

699 Walnut St Ste 1325

Des Moines IA 50309

Advisors at this office

5

Advisors at this office

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Jared D

Series 66

Des Moines, IA

Voya financial Advisors, Inc.

Jared Deboer is a financial advisor at Voya Financial Advisors, Inc. in Des Moines, IA, holding a Series 66 designation with 19 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of advisory work, he is also an independent agent involved in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, and corporations, offering a variety of services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice with a significant portion of assets held in non-discretionary arrangements and operates multiple affiliated programs alongside its dual registration as an SEC-registered adviser and broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Wendi E

Series 63, Series 65

Des Moines, IA

Voya financial Advisors, Inc.

Wendi Eckelberg is a financial advisor with Voya Financial Advisors, Inc. in Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary service arrangements.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Jamie M

Series 63, Series 65

Des Moines, IA

Voya financial Advisors, Inc.

Jamie Mcdermott is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of his advisory role, he operates as an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily delivering advice via non-discretionary recommendations.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Thomas F

Series 66, Series 65

Des Moines, IA

Voya financial Advisors, Inc.

Thomas Frolick is a financial advisor with Voya Financial Advisors, Inc. in Des Moines, IA, holding Series 66 and Series 65 registrations and bringing 25 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, he works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse clientele, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
user avatar

Richard S

Series 63, Series 65

Des Moines, IA

Voya financial Advisors, Inc.

Richard Schneider is a financial advisor with Voya Financial Advisors, Inc. in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Voya Financial Advisors since 2015. In addition to his advisory role, he works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, with an emphasis on non-discretionary, recommendation-based relationships delivered through multiple program structures.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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