Vernon Klassen
Vernon Klassen is a CFP, ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Lynnwood, WA, with 36 years of industry experience. Vernon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
4208 198th Street S.W., Suite 101A, Lynnwood, WA, 98036
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Vernon is an agent for group health benefits, individual health plans, and Medicare health plans, spending a few hours per week on this. He also works as an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Pacific West Securities, INC.Broker
Transamerica Financial Resources, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
First Investors CorporationBroker
State Registrations12 states
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.