KD
KD

Kenneth Dunlap

39 Years of Experience
Columbus, OH
BrokerSells Insurance

Kenneth Dunlap is a registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

7965 North High Street, Suite 150, Columbus, OH, 43235

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kenneth is an independent insurance agent since 2015, focusing on fixed insurance sales, dedicating full-time hours. He also owns Kenneth Dunlap, LLC since 2009, spending minimal time on the solicitation and sale of fixed annuities and fixed insurance.

Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ing Financial Advisers, LLC
September 2005 - January 2011 · 5 yrs 4 mos
Aetna Financial Services, INC.Broker
April 2000 - September 2000 · 5 mos
Ing Financial Advisers, LLCBroker
October 1993 - January 2011 · 17 yrs 3 mos
Systematized Benefits Administrators, INC.Broker
March 1990 - October 1993 · 3 yrs 7 mos
Aetna Life Insurance and Annuity CompanyBroker
May 1987 - October 1993 · 6 yrs 5 mos
Century Investors of America, INC.Broker
September 1986 - April 1987 · 7 mos
State Registrations5 states
GAINMANMOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.