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Edward Simmons

28 Years of Experience
Overland Park, KS
BrokerSells Insurance

Edward Simmons is a registered investment advisor at Voya Financial Advisors, INC., based in Overland Park, KS, 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
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
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

Edward is an independent insurance agent selling fixed insurance products since 2013, dedicating minimal time to this activity. He is also the President of Simmons Wealth Management since 2015, spending full-time hours on the sale of fixed insurance, securities, and investment products.

Employment History
Current Registrations
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Ing Financial Advisers, LLC
February 2006 - January 2011 · 4 yrs 11 mos
Ing Financial Advisers, LLCBroker
February 1998 - January 2011 · 12 yrs 11 mos
State Registrations24 states
ARAZCACOFLGAIAKSLAMDMNMONCNHNVNYOHOKORPASCTXWAWI
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.