Valerie Baker
Investment adviser representative at Voya Retirement Advisors, LLC
18 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Voya Retirement Advisors, LLCJul 2023 to now
- VoyaMar 2023 to now
- Voya Financial Partners, LLCMar 2023 to now
- Leading Retirement SolutionsSep 2021 to Mar 2023
- Lockton Companies LLCSep 2019 to Sep 2021
- Lockton Financial Advisors, LLCSep 2019 to Sep 2021
- Lockton Investment Advisors, LLCSep 2019 to Sep 2021
- Gwfs Equities, Inc.Oct 2015 to Sep 2019
- Aag, Llc/great-west Life & Ann Ins CoJun 2008 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Voya Retirement Advisors, LLC
$37.5BAssets managed
7,672Clients
129Advisers
26 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
- 5203346
- Firm CRD
- 3989