Portfolio

Voya Financial Advisors Welcomes Charterpoint Financial

Offering advice, guidance & holistic planning to the La Crosse, WI market

Voya Financial Advisors, Inc. (VFA) announced today that financial professional Freeman Linde and his firm, Charterpoint Financial, has joined the broker-dealer as a registered representative. Linde and his associates, Joel Dettwiler, Daniel Odenbach, Michael Myers, Aaron Kupinski and Michael Swartz offer a broad range of financial advice, guidance and holistic planning services to the La Crosse, WI community.

“At Voya Financial Advisors, we understand the value of building client relationships and the pivotal role financial professionals play in guiding their clients toward a secure financial future,” said Tom Halloran, president of Voya Financial Advisors. “Now more than ever is a time when individuals are likely seeking support from a financial professional and we’re excited to be growing our network with dedicated and talented individuals like Freeman and his team. We are thrilled to welcome the Charterpoint Financial group to VFA and look forward to working together as they support their clients for years to come.”

$15 Million AUM

The Charterpoint Financial group, which joins VFA from MML Investors Services, brings approximately $15 million1 in verified assets under management. The team of associates, located in La Crosse, WI, specializes in comprehensive financial planning services, including special needs financial planning.

“Our group could not be happier with our transition to Voya Financial Advisors. VFA gives us an opportunity to build a business focused on holistic financial planning and exceptional client service,” said founding partner, Joel Dettwiler. “There’s no other place that can help us to serve all the populations where our team specializes, including business owners, accumulators, retirees, and families with special needs dependents. With VFA on our side, our team is now able to serve our clients better than ever before.”

Now more than ever is a time when individuals are likely seeking support from a financial professional and we’re excited to be growing our network with dedicated and talented individuals like Freeman and his team...

Financial professionals who join VFA get the benefits of a brand name in the industry without sacrificing their independence. This includes a broad range of technology solutions, such as Voya Digital Adviser™ to deliver online digital advice, deep field support, mobile and integrated technology capabilities, cutting-edge 401(k) business solutions and in-depth special needs financial planning resources.

 

 

 

About Voya Financial Advisors and Voya Financial®
Voya Financial Advisors (VFA), a member of the Voya Financial® (NYSE: VOYA) group of companies and a registered investment advisor and broker-dealer, is a leader in the retail wealth management business. Through its nationwide network of approximately 1,700 independent financial professionals, VFA is focused on helping Americans advance their retirement readiness through education, financial planning and a broad range of personalized asset accumulation, protection and distribution solutions. VFA offers a complete and flexible advisory program designed to help financial professionals build growth-oriented businesses that focus on financial planning. For more information, visit www.voyafa.com.
Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings — to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $7.5 billion in revenue in 2019. The company had $603 billion in total assets under management and administration as of Dec. 31, 2019. ‘With a clear mission to make a secure financial future possible — one person, one family, one institution at a time — Voya’s vision is to be America’s Retirement Company®. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as a 2020 World’s Most Admired Company by Fortune magazine; one of the 2020 World’s Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index by Disability:IN. For more information, visit voya.com. Follow Voya Financial on Facebook, LinkedIn and Twitter @Voya.
1. Total AUM last reported based on prior business.