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Brian Link

26 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance

Brian Link is a registered investment advisor at Voya Financial Advisors, INC., based in Columbus, OH, 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

7965 North High Street, Suite 150, Columbus, OH, 43235

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008
Closed-No Action
Other Business ActivitiesSells Insurance

Brian is an independent insurance agent selling fixed insurance products since 2014, dedicating nearly full-time hours to this activity. He also owns a sole proprietorship, spending minimal time filing quarterly and annual reports.

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
April 2003 - January 2011 · 7 yrs 9 mos
Ing Financial Advisers, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1999 - May 2001 · 2 yrs 2 mos
State Registrations28 states
AKAZCACOCTFLGAILINKYMAMEMIMNMOMSNCNHNMNYOHPASCTNTXVAWAWI
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.