Jeffrey Casper
Jeffrey Casper is a CFA-designated registered investment advisor at Voya Retirement Advisors, LLC, based in Waukesha, WI, with 25 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.
Location
Waukesha, WI
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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 Retirement Advisors, LLC
Voya Financial Partners, LLC
Voya Financial Partners, LLCBroker
Previous Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
BMO Investment Distributors, LLCBroker
BMO Harris Financial Advisors, INC.Broker
BMO Asset Management CORP.
M&i Investment Management CORP.
M&i Financial Advisors, INCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
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.
Exams
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