Kathy Van Fossen, financial advisor Grand Ledge MI

Kathy Van Fossen

CRD Number: 5599884
Current Firm: Voya Retirement Advisors, LLC

Kathy Van Fossen (CRD# 5599884) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Grand Ledge, MI and has over 15 years of experience in the finance industry.

Similar Advisors
Larry Mengerink, financial advisor Grand Ledge MI
Larry A. Mengerink
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Richard Adams, financial advisor Grand Ledge MI
Richard G. Adams
CRD# 6489315
Cg Advisory Services
Similar Advisors
Matthew Addy, financial advisor Grand Ledge MI
Matthew D. Addy
CRD# 5739197
Mml Investors Services, LLC
Company Name Location Dates Years
Voya Financial Advisors Lansing, MI Sep 2016 - Current 7
Voya Retirement Advisors Lansing, MI Sep 2014 - Current 9
Rich's Residential Lansing, MI Mar 2023 - Jun 2023 < 1
Ing Investment Advisors, LLC Dimondale, MI Sep 2008 - Sep 2014 6
Ing Dimondale, MI Sep 2008 - Sep 2014 6
Ing Institutional Plan Services, LLC Dimondale, MI Nov 2007 - Sep 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Kathy N. Van Fossen
Phone Number: (860) 580-2817
Registered State(s):
  • GA
  • MI
By the Numbers
  • Total Assets Under Management
    27,041
    MILLIONS
  • Total Number of Accounts
    11,767
    ACCOUNTS
  • Average Account Value
    $2,298,015
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.