Erwin Staples, financial advisor Lisle IL
93 score

Erwin Staples

CRD Number: 3041976
Current Firm: Voya Financial Advisors, Inc.

Erwin Staples (CRD# 3041976) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Lisle, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Homewood, IL Jun 2016 - Current < 1
Icma-rc Washington, DC Jan 2011 - May 2016 5
Fifth Third Bank Harvey, IL Oct 2009 - Jan 2011 1
Mutual Of Omaha Tinley Park, IL May 2008 - Nov 2009 1
Humana Oak Brook, IL Sep 2005 - Mar 2008 2
Staples Financial Group Hazel Crest, IL Jan 2005 - Mar 2008 3
Hd Vest Advisory Services Inc. Hazel Crest, IL Feb 2005 - Jul 2007 2
Hd Vest Hazel Crest, IL Jan 2005 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Erwin L. Staples
Phone Number: 1-800-356-2906
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
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
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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