Dauna Bohlken is a registered investment advisor at Voya Retirement Advisors, LLC, based in Redlands, CA, with 28 years of industry experience. Dauna operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
1030 Nevada Street Suite 203, Redlands, CA, 92374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Voya Retirement Advisors, LLCBroker
Nationwide Investment Services CorporationBroker
Aig Retirement Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations1 state
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