Unclaimed Profile

Julie Ann Cooney

VOYA FINANCIAL ADVISORS, INC.·DES MOINES, Iowa

VOYA 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.

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

Julie Ann Cooney is a registered financial advisor based in DES MOINES, Iowa, affiliated with VOYA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

VOYA FINANCIAL ADVISORS, INC.

AUM

$3.1B

Regulatory assets under management

Employees

529

Total firm employees

View all advisors at VOYA FINANCIAL ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 1091778

Firm CRD# 2882

View on FINRA BrokerCheck →

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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. Contact their office in DES MOINES, Iowa for a consultation.

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, working with VOYA FINANCIAL ADVISORS, INC.. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

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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