Briana Bateman is a registered investment advisor, based in Lees Summit, MO, with 18 years of industry experience.
Location
Lees Summit, MO
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Voya Retirement Advisors, LLC
October 2025 - Present · 6 mos
Voya Financial Partners, LLC
October 2025 - Present · 6 mos
Voya Financial Partners, LLCBroker
October 2025 - Present · 6 mos
Previous Registrations
Empower Advisory Group, LLC
August 2017 - February 2025 · 7 yrs 6 mos
Empower Financial Services, INC.Broker
September 2014 - February 2025 · 10 yrs 5 mos
J.P. Morgan Institutional Investments INC.Broker
September 2008 - September 2014 · 6 yrs
J.P. Morgan Institutional Investments INC.Broker
September 2006 - July 2008 · 1 yr 10 mos
State Registrations1 state
MO
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.