JE
JE

John English

29 Years of Experience
Overland Park, KS
BrokerSells Insurance

John English is a registered investment advisor at VALIC Financial Advisors, INC., based in Overland Park, KS, with 29 years of industry experience. John 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

13220 Metcalf, Suite 360, Overland Park, KS, 66213

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History

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.

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Other Business ActivitiesSells Insurance

John is an agent for AGIA, selling non-securities insurance products since 2022. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
February 2015 - Present · 11 yrs 3 mos
VALIC Financial Advisors, INC.
January 2015 - Present · 11 yrs 4 mos
VALIC Financial Advisors, INC.Broker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
English Capital Management LLC
September 2001 - December 2010 · 9 yrs 3 mos
English Capital Management
September 2001 - December 2002 · 1 yr 3 mos
Everen Securities, INC.Broker
March 1995 - February 1997 · 1 yr 11 mos
A. G. Edwards & Sons, INC.Broker
January 1993 - August 1994 · 1 yr 7 mos
Painewebber IncorporatedBroker
March 1987 - January 1993 · 5 yrs 10 mos
State Registrations11 states
ALCACOHIIAINKSMTSDTXUT
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.
John English - Financial Advisor | TrueAdvisor