Carmen Lena Habenicht
Investment adviser representative at Voya Financial Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$3.9BFirm assets
32 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 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
11 years in the industry.
- Voya Financial Advisors, Inc.Jul 2026 to now
- Shield & Sage Holdings LLCJun 2026 to now
- Equitable Advisors, LLCMay 2025 to Jun 2026
- H&r BlockDec 2024 to Dec 2024
- Eastern Washington UniversitySep 2024 to Dec 2025
- UnemployedApr 2024 to Sep 2024
- 1st Security Bank of WashingtonJan 2021 to Mar 2024
- Credit Human Federal Credit UnionMar 2015 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8083215
- Firm CRD
- 2882