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Marisa Brown

26 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance

Marisa Brown is a registered investment advisor at Voya Financial Advisors, INC., based in Overland Park, KS, with 26 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

11101 Switzer Rd, Suite 130, Overland Park, KS, 66210

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History

Regulatory History (1)
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Customer Dispute
February 2016
Denied
Other Business ActivitiesSells Insurance

Marisa owns Diva Bead Company, designing and selling bead jewelry, dedicating minimal time to it. She is also a Registered Rep with Simmons Wealth Management and an Independent Insurance Agent, spending full-time hours selling fixed insurance and securities products, and about 10% of her time on fixed insurance sales.

Employment History
Current Registrations
Voya Financial Advisors, INC.
February 2017 - Present · 9 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
June 2005 - January 2011 · 5 yrs 7 mos
Gbs Retirement Services, INC.Broker
March 2004 - August 2004 · 5 mos
Fsc Securities CorporationBroker
September 2000 - May 2003 · 2 yrs 8 mos
Nylife Securities INC.Broker
March 2000 - August 2000 · 5 mos
MML Investors Services, INC.Broker
May 1999 - February 2000 · 9 mos
Fsc Securities CorporationBroker
February 1998 - March 1999 · 1 yr 1 mo
State Registrations5 states
COKSMOOHWA
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.