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Jeffrey Michael Dilthey

Voya Financial Partners, LLC

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About Jeffrey Michael Dilthey

Jeffrey Michael Dilthey is a financial advisor with over 17 years of experience in the industry. Jeffrey is currently registered with Voya Financial Partners, LLC in Scottsdale, Arizona. Jeffrey has previously been registered with Stifel, Nicolaus & Company, Incorporated, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Scottrade, Inc. in St. Louis, Missouri.

Firm Information

Jeffrey Dilthey is currently registered with Voya Financial Partners, LLC. Voya Financial Partners, LLC is a Limited Liability Company formed in November 2000. The firm is registered in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

460

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Dilthey’s Registration & Firm History

AZ

03/16/2023 - Present

Voya Financial Partners, LLC (Scottsdale AZ)

MO

07/19/2022 - 03/03/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

05/17/2018 - 06/23/2022

MUTUAL OF AMERICA SECURITIES LLC (ST. LOUIS MO)

MO

05/17/2018 - 11/20/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ST. LOUIS MO)

MO

11/02/2005 - 12/21/2017

SCOTTRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Michael Dilthey. Review regulatory record here.
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