Doug R. Voss

VIP ADVISORS LLC

Overland Park, KS

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CRD#: 2286879

Professional summary

Doug Ryan Voss, who also goes by Douglas Ryan Voss, is a registered financial advisor currently at VIP ADVISORS LLC located in Overland Park, Kansas.

Doug is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Doug has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Douglas Ryan Voss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

VIP FINANCIAL SERVICES LLC - MANAGING MEMBER - INSURANCE SERVICES. VIP TAXES LLC - MANAGING MEMBER - TAX PREPARATION SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doug Ryan Voss's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 27, 2012 - Present

VIP ADVISORS LLC

RIA

CRD#: 160106

Overland Park, KS

Past

August 18, 2009 - December 22, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

LENEXA, KS

Past

November 25, 1992 - December 31, 1997

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(4/27/2012)

IAR

Missouri
(2/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/6/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/17/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIP ADVISORS LLC

CRD#: 160106 / SEC#:

Kansas

Registered Investment Advisory firm - (4/26/2012 Approved)

Missouri

Registered Investment Advisory firm - (2/6/2017 Approved)

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Contact information

Main Address

Overland Park, KS

Mailing Address

Phone number

(913) 553-3602

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 1,070,941

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Doug R. Voss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Doug Ryan Voss's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIP ADVISORS LLC

UVEST FINANCIAL SERVICES GROUP, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2012

Series 63

Date: 8/17/2009

Series 6

Date: 8/17/2009

Current Firm

VIP ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIP ADVISORS LLC

TRUST BUT VERIFY

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