Karla Jean christianson Greer
Investment adviser representative at Voya Financial Advisors, Inc.
5 yearsExperience
1 stateRegistered in
ChFC®Designation
$3.9BFirm assets
Are you Karla Jean christianson Greer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
5 years in the industry.
- Voya Financial Advisors, Inc.Jan 2011 to now
- Madrona Financial GroupJul 2014 to Oct 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (WA).
Voya Financial Advisors, Inc.
$3.9BAssets managed
16,336Clients
720Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2256192
- Firm CRD
- 2882