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Thomas Kucera

Voya Financial Advisors, INC.
21 Years of Experience
College Station, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Thomas Kucera is a registered investment advisor at Voya Financial Advisors, INC., based in College Station, TX, with 21 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
755 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2423 Earl Rudder Freeway S Ste 100, College Station, TX, 77845

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History

Regulatory History (1)
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Criminal
June 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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.
March 2017 - Present · 9 yrs 7 mos
Voya Financial Advisors, INC.Broker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Wbi Investments, INC.
February 2012 - January 2017 · 4 yrs 11 mos
Quasar Distributors, LLCBroker
December 2011 - December 2016 · 5 yrs
Jackson National Life Distributors LLCBroker
January 2008 - October 2011 · 3 yrs 9 mos
Tiaa-Cref Advice and Planning Services
October 2007 - January 2008 · 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2007 - January 2008 · 3 mos
Wells Fargo Investments, LLCBroker
October 2006 - August 2007 · 10 mos
Wells Fargo Investments, LLC
October 2006 - August 2007 · 10 mos
Fifth Third Securities, INC.Broker
March 2004 - September 2005 · 1 yr 6 mos
State Registrations27 states
ALARAZCACOCTFLGAIAILINKSKYMDMOMSNENJNMNYOHOKPATXUTVAWA
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.
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