Wesley Handley
Wesley Handley is a registered investment advisor at Voya Financial Advisors, INC., based in Klamath Falls, OR, with 28 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Klamath Falls, OR
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Retirement Advisors, LLC
Previous Registrations
Voya Retirement Advisors, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Uvest Financial Services Group, INC.Broker
Fiserv Investor Services, INC.Broker
Fintegra, LLCBroker
Wm Financial Services, INC.Broker
Primevest Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Murphey Favre, INC.Broker
Dean Witter Reynolds INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations1 state
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.