Dana Feldmann, financial advisor Ellisville MO

Dana Feldmann

CRD Number: 6474228
Current Firm: Voya Financial Advisors, Inc.

Dana Feldmann (CRD# 6474228) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Ellisville, MO and has over 4 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Voya Financial Advisor, Inc. Ellisville, MO Apr 2015 - Current 5
Richard B. Feldmann LLC Ellisville, MO Mar 2015 - Current 5
Home Junction Inc. San Diego, CA Apr 2012 - Mar 2015 2
Toast Enoteca San Diego, CA Oct 2011 - Apr 2012 < 1
Acero Maplewood, MO Oct 2008 - Oct 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Dana L. Feldmann
By the Numbers
  • Total Assets Under Management
    15,918
    MILLIONS
  • Total Number of Accounts
    77,663
    ACCOUNTS
  • Average Account Value
    $204,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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