Unclaimed Profile

Julie Ann Cooney

VOYA FINANCIAL ADVISORS, INC.·DES MOINES, Iowa

SIE, Series 7, Series 24, Series 27, Series 53, Series 63, Series 65Clean record23 years registeredVOYA FINANCIAL ADVISORS, INC.

909 LOCUST STREET, DES MOINES, IA 50309CRD# 1091778Firm CRD# 2882

Profile Verification

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

Identity

Julie Ann Cooney · DES MOINES, IA

Registration

CRD #1091778 · VOYA FINANCIAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

May 2003 – Aug 2016

WINDSOR, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 53

Series 63

Series 65

Registration record

First registered · May 23, 2003

Years registered · 23

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

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Frequently Asked Questions

What services does Julie Ann Cooney offer?

Julie Ann Cooney specializes in Financial Planning, Investment Management, Wealth Management.

What are Julie Ann Cooney's credentials?

Julie Ann Cooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Ann Cooney located?

Julie Ann Cooney is based in DES MOINES, Iowa, last registered with VOYA FINANCIAL ADVISORS, INC..

How does Julie Ann Cooney charge for services?

Julie Ann Cooney'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.

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