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Bruce Dehaan

15 Years of Experience
Irvine, CA
Broker

Bruce Dehaan is a registered investment advisor at Voya Financial Advisors, INC., based in Irvine, CA, with 15 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

300 Spectrum Center Drive, Suite 400, Irvine, CA, 92618

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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 Activities

Bruce is a precinct election official for Polk County, dedicating about 16 hours per year. He also serves as Co-Treasurer for the Western Hills Parent Teacher Organization, spending minimal time attending meetings, managing the budget, and writing checks.

Employment History
Current Registrations
Voya Financial Advisors, INC.
August 2015 - Present · 10 yrs 9 mos
Voya Financial Advisors, INC.Broker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Wells Fargo Funds Management, LLC
May 2010 - October 2013 · 3 yrs 5 mos
Wells Fargo Funds Distributor, LLCBroker
March 2010 - October 2013 · 3 yrs 7 mos
State Registrations14 states
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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.
Bruce Dehaan - Financial Advisor | TrueAdvisor