William Alan Trunick
Investment adviser representative at Voya Retirement Advisors, LLC
12 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
12 years in the industry.
- Fountain Grove ServicesFeb 2024 to now
- Voya Retirement Advisors, LLCFeb 2023 to now
- VoyaJan 2023 to now
- Between PositionsOct 2022 to Dec 2022
- Altura Financial AdvisorsMay 2022 to Sep 2022
- Cetera Advisor NetworksMay 2022 to Aug 2022
- Fidelity Brokerage Services LLCApr 2020 to May 2022
- Kelly ServicesAug 2019 to May 2020
- R&r BbqSep 2018 to Jul 2019
- Sherwin-williamsAug 2014 to May 2018
- Especially for YouthMay 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7249824
- Firm CRD
- 3989