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Tina Hohl

34 Years of Experience
Miamisburg, OH
BrokerSells Insurance

Tina Hohl is a registered investment advisor at Voya Financial Advisors, INC., based in Miamisburg, OH, with 34 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

10100 Innovation Dr Ste 120, Miamisburg, OH, 45342

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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

Tina is an independent insurance agent selling fixed insurance products since 2014, dedicating about 10-20% of her time to this activity. She also volunteers with Junior Achievement, teaching elementary students about money and spending, dedicating minimal time to this.

Employment History
Current Registrations
Voya Financial Advisors, INC.
June 2017 - Present · 8 yrs 11 mos
Voya Financial Advisors, INC.Broker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Proequities, INC.Broker
April 2013 - August 2013 · 4 mos
John Hancock Distributors LLCBroker
October 2009 - June 2012 · 2 yrs 8 mos
Ing Financial Advisers, LLCBroker
October 1993 - July 2009 · 15 yrs 9 mos
Aetna Capital Management, INC.Broker
September 1991 - February 1993 · 1 yr 5 mos
Aetna Life Insurance and Annuity CompanyBroker
December 1990 - October 1993 · 2 yrs 10 mos
State Registrations14 states
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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.
Tina Hohl - Financial Advisor | TrueAdvisor