Kathy Van Fossen, financial advisor Windsor CT
93 score

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 Windsor, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Lansing, MI Sep 2016 - Current 1
Voya Retirement Advisors Lansing, MI Sep 2014 - Current 3
Voya Institutional Plan Services LLC Lansing, MI Sep 2014 - Current 3
Voya Financial Lansing, MI Sep 2014 - Current 3
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: 860-580-2819
Registered State(s):
  • GA
  • MI
By the Numbers
  • Total Assets Under Management
    11,293
    MILLIONS
  • Total Number of Accounts
    112,550
    ACCOUNTS
  • Average Account Value
    $100,335
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

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

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