Mark Soderquist
Mark Soderquist is a registered investment advisor at VALIC Financial Advisors, INC., based in Austin, TX, with 15 years of industry experience. Mark 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
3737 Executive Center Drive, Suite 111, Austin, TX, 78731
Get directionsHistory
Regulatory History (3)
Financial
March 2021Financial
October 2020Financial
June 2020Other Business ActivitiesSells Insurance
Mark is an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week. He also works as a delivery driver for Inspired Delivery LLC on weekends, also dedicating a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fox River Securities, LLCBroker
Ba Futures, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations1 state
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.