Roseville, CA Office
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VOYA Financial Advisors, Inc.
Enterprise
Firm-wide stats for VOYA Financial Advisors, Inc.
About
Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors and participants, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services typical of large enterprise advisers — financial planning, portfolio management, wrap programs, third‑party money manager access, and plan‑sponsor consulting.
VFA delivers advice through multiple program structures, including Unified Managed Account wrap programs, third‑party money manager programs, and affiliated retirement‑advice offerings (VRA powered by Morningstar), and it frequently provides non‑discretionary recommendations that clients must approve before transactions are executed. The firm’s Form ADV reports the large majority of its managed assets are held in non‑discretionary arrangements, reflecting this preference for recommendation-based relationships rather than widespread discretionary management.
Distinctive features disclosed in the brochure include its dual role as both an SEC‑registered investment adviser and a broker‑dealer, the continued sale of certain products on a commission basis and the practice of making some products available only through its broker‑dealer channel. The firm also operates multiple affiliated programs and revenue‑sharing arrangements (including product partner arrangements and relationships with its clearing firm) and a proprietary cash‑sweep option, and its phone‑based Investor Center advisors are compensated differently than field IARs — structural elements the brochure identifies as potential conflicts of interest that differentiate VFA from many enterprise peers.
Based on VOYA Financial Advisors, Inc.
Expertise
Based on VOYA Financial Advisors, Inc.
Location
Roseville CA
Advisors at this office
3
Advisors at this office
Jeffrey K
Series 63, Series 65
Roseville, CA
VOYA Financial Advisors, Inc.
Jeffrey Kissiar is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Allstate Insurance Company, Bankers Life Securities, Bankers Life & Casualty, and LPL Financial. Outside of his advisory work, he serves as a high school football and basketball referee. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm employs a variety of program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer functions.
Anthony C
Series 63, Series 66
Roseville, CA
VOYA Financial Advisors, Inc.
Anthony Chiu is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Advisors, Scottrade Investment Management, and U.S. Bancorp Advisors. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice mainly through non-discretionary, recommendation-based programs.
Aaron I
Series 63, Series 65
Roseville, CA
VOYA Financial Advisors, Inc.
Aaron Ivey is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including roles at Voya Retirement Advisors, LLC and Pruco Securities LLC. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, providing services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary, recommendation-based arrangements across multiple program structures.
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