Thomas Kucera
Thomas Kucera is a registered investment advisor at Voya Financial Advisors, INC., based in College Station, TX, with 20 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
2423 Earl Rudder Freeway S Ste 100, College Station, TX, 77845
Get directionsHistory
Regulatory History (1)
Criminal
June 2001Other Business ActivitiesSells Insurance
Thomas owns rental real estate property and is an independent insurance agent selling fixed insurance products, dedicating full-time hours to the latter. He is also Vice President at Galloway Kucera Financial LLC, where he sells and services insurance, securities, and investment products, also dedicating full-time hours.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Wbi Investments, INC.
Quasar Distributors, LLCBroker
Jackson National Life Distributors LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Fifth Third Securities, INC.Broker
State Registrations27 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.