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Doug R. Voss

VIP ADVISORS
Overland Park, KS
Some features on this profile are disabled
CRD#: 2286879
DV

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.
The advisor shows no other business activity.

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.

BD
CRD#: 13787
LENEXA, KS
Past

November 25, 1992 - December 31, 1997

PFS INVESTMENTS INC.

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/17/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/17/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VA
VIP ADVISORS LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts23
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.

Company Information

VIP ADVISORS LLC

CRD#: 160106Overland Park, KS

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