Unclaimed
Barry Benkelman is a financial advisor with Voya Financial Advisors, Inc. in Lawrence, KS. Barry has been working in the financial services industry since 1997. Barry has a Series 6, 7, and 66 securities license and is registered as a registered representative in Arizona, Colorado, Florida, Indiana, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Texas and as an investment advisor in Kansas and Texas. Barry is also an independent insurance agent. Barry's primary office is at 5251 WEST 116TH PL STE 200 in Leawood, KS. Barry specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
04/29/2020 - Present
Voya Financial Advisors, Inc. (LAWRENCE KS)
KS
07/17/1997 - 11/12/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAWRENCE KS)
BOTH
Issued 07/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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