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Michael Ryan

41 Years of Experience
Seven Fields, PA
1 DisclosureBrokerSells Insurance

Michael Ryan is a registered investment advisor at VALIC Financial Advisors, INC., based in Seven Fields, PA, with 41 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

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.
One-Time Plan:Up to $5,000
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Location

400 Northpointe Circle, Suite 302, Seven Fields, PA, 16046

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2020
Settled
Other Business ActivitiesSells Insurance

Michael is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
August 2021 - Present · 4 yrs 9 mos
VALIC Financial Advisors, INC.Broker
April 2000 - Present · 26 yrs 1 mo
Previous Registrations
The Variable Annuity Marketing CompanyBroker
April 2000 - December 2001 · 1 yr 8 mos
Fsc Securities CorporationBroker
March 1993 - May 1996 · 3 yrs 2 mos
Nationwide Investment Services CorporationBroker
August 1984 - March 2000 · 15 yrs 7 mos
Capital Analysts, IncorporatedBroker
April 1984 - November 1984 · 7 mos
State Registrations5 states
DEFLNJNYPA
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.