Unclaimed Profile

Edward J Pollis

VOYA FINANCIAL ADVISORS, INC.·DES MOINES, Iowa

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record24 years registeredVOYA FINANCIAL ADVISORS, INC.

699 WALNUT STREET, DES MOINES, IA 50309CRD# 3223309Firm CRD# 2882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward J Pollis · DES MOINES, IA

Registration

CRD #3223309 · VOYA FINANCIAL ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

Jan 2023 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Feb 2023 – Mar 2025

WESTWOOD, MA

VOYA FINANCIAL ADVISORS, INC.

Feb 2017 – Jun 2021

CHANDLER, AZ

CHARLES SCHWAB & CO., INC.

Apr 2006 – May 2014

BOSTON, MA

KOBREN INSIGHT MANAGEMENT INC

Nov 2001 – May 2003

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 14, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VOYA FINANCIAL ADVISORS, INC.

CRD 2882 · SEC 801-46585

AUM

$3.1B

Regulatory assets under management

Employees

529

15,584 client accounts

Services offered by VOYA FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VOYA FINANCIAL ADVISORS, INC. →

Introduction

Speak with Edward J

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward J is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DES MOINES?

Browse all registered financial advisors in DES MOINES, Iowa or claim this profile if it's yours.

Browse DES MOINES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Edward J Pollis offer?

Edward J Pollis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DES MOINES, Iowa for a consultation.

What are Edward J Pollis's credentials?

Edward J Pollis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward J Pollis located?

Edward J Pollis is based in DES MOINES, Iowa, working with VOYA FINANCIAL ADVISORS, INC.. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Edward J Pollis charge for services?

Edward J Pollis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VOYA FINANCIAL ADVISORS, INC.?

VOYA FINANCIAL ADVISORS, INC. has approximately 529 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →