Vernon
Klassen

Valic Financial Advisors, Inc

CRD#1239078
Investment Advisor
in Seattle, WA
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About this Advisor

Vernon Klassen is a certified financial planner whose office is in Seattle, Washington. Currently an advisor with Valic Financial Advisors, Inc, they have gathered 10 years of professional experience in the financial advisory industry. Klassen has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Klassen is registered to act as a financial advisor in Arizona, Florida and Washington. During their career, Klassen has held roles at Kms Financial Services, Inc and Valic Financial Advisors, Inc. Valic Financial Advisors, Inc is based out of Seattle, Washington, and operates out of 197 additional locations across the country. As a company, Valic Financial Advisors, Inc manages $19 billion in assets throughout 299,737 client accounts and employs more than 1,592 people. The firm's total assets under management makes it one of the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 299,737 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Valic Financial Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

2825 Eastlake Avenue East Suite 220
Seattle, WA 98102

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Valic Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$17,629,653,538

WA Average: $3,042,739,679
Total Number of Employees

2,115

WA Average: 49
Total Number of Accounts

377,404

WA Average: 2,315
Average Account Size

$46,713

WA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Vernon Klassen Work History

Vernon has 10 years of experience.

2010 - Present (9 years)

Valic Financial Advisors, Inc

2008 - 2010 (2 years)

Kms Financial Services, Inc

Disclosures

Vernon Klassen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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