Julie Kurland, financial advisor Leawood KS

Julie Kurland

CRD Number: 6201313
Current Firm: Voya Financial Advisors, Inc.

Julie Kurland (CRD# 6201313) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Leawood, KS and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Simmons Wealth Management Leawood, KS Jan 2015 - Current 9
Voya Financial Advisors Leawood, KS Sep 2014 - Current 9
Ing Financial Partners, Inc. Overland Park, KS Jul 2013 - Sep 2014 1
Merck & Company, Inc. Lansdale, PA Apr 2003 - Aug 2014 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Julie R. Kurland
Phone Number: 1-800-356-2906
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    2,685
    MILLIONS
  • Total Number of Accounts
    13,923
    ACCOUNTS
  • Average Account Value
    $192,831
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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