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Kylie O'connor

6 Years of Experience
Woodbury, MN
Broker

Kylie O'connor is a registered investment advisor at Voya Investment Management CO. LLC, based in Woodbury, MN, with 6 years of industry experience. Kylie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,261 clients with $250B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
56 advisors
IM Fee
Planning only
Assets Under Management
$253.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Woodbury, MN

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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

Kylie works as a delivery driver for DoorDash. This takes about 10-20% of her time and is not investment related.

Employment History
Current Registrations
Voya Investment Management CO. LLC
January 2023 - Present · 3 yrs 4 mos
Voya Investments Distributor, LLC
January 2023 - Present · 3 yrs 4 mos
Voya Investments Distributor, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Robinhood Financial, LLCBroker
June 2021 - August 2022 · 1 yr 2 mos
Morgan Stanley
September 2019 - June 2021 · 1 yr 9 mos
Morgan StanleyBroker
August 2019 - June 2021 · 1 yr 10 mos
State Registrations2 states
AZMN
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.
Kylie O'connor - Financial Advisor | TrueAdvisor