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Gilbert Evers

VALIC Financial Advisors, INC.
36 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gilbert Evers is a registered investment advisor at VALIC Financial Advisors, INC., based in Overland Park, KS, with 36 years of industry experience. Gilbert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.

  • One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
  • Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
  • Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
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Customer Dispute
March 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gilbert works as a notary, dedicating minimal time to this activity. He also volunteers at Carroll Church of Christ, helping prepare financial reports, and is an agent for AGIA selling non-securities insurance products, spending a few hours per week on this.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
June 2004 - Present · 22 yrs 4 mos
VALIC Financial Advisors, INC.
January 1999 - Present · 27 yrs 9 mos
VALIC Financial Advisors, INC.Broker
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
April 1990 - December 2001 · 11 yrs 8 mos
State Registrations11 states
ARAZIAKSMNMONEPASDTXWA
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.
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