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Oliver Andreas Schulz

Voya Retirement Advisors, LLC

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About Oliver Andreas Schulz

Oliver Schulz is a financial advisor at Voya Retirement Advisors, LLC. Oliver is a registered representative with the state of Connecticut. Oliver has been in the financial services industry since 2003. Oliver has a Series 6, 7 and 66 license, and is also registered to provide investment advisory services in Connecticut. Oliver has worked for several firms throughout his career, including Mutual of Omaha Investor Services, Inc., Morgan Stanley Smith Barney, Nationwide Investment Services Corporation, OppenheimerFunds Distributor, Inc., and Transamerica Capital, Inc.

Firm Information

Oliver Schulz is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Oliver Schulz’s Registration & Firm History

CT

07/14/2023 - Present

Voya Retirement Advisors, LLC (Darien CT)

NE

07/25/2012 - 07/08/2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

NY

05/20/2011 - 03/28/2012

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

OH

07/12/2007 - 04/01/2011

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NY

09/12/2003 - 07/11/2007

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

CO

06/18/2002 - 08/05/2003

TRANSAMERICA CAPITAL, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 08/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2003

Series 7 - General Securities Representative Examination

BC

Issued 06/13/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oliver Andreas Schulz.
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