Millard Coleman
Millard Coleman is a registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, 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
7965 North High Street, Suite 150, Columbus, OH, 43235
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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.
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Millard co-founded Quarterback Club and Michigan Elite Football Club, LLC, both focused on football camps and training. He also sells and services Voya HRA products and serves as Finance Director for Transformation Community Church, dedicating a few hours per week to each.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Horace Mann Investors, INC.Broker
Horace Mann Investors, INC.
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations46 states
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.