MD
MD

Michael Dooley

33 Years of Experience
Carmel, IN
Broker

Michael Dooley is a registered investment advisor at VALIC Financial Advisors, INC., based in Carmel, IN, with 33 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

630 West Carmel Drive, Suite 140, Carmel, IN, 46032

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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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Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
May 2025 - Present · 1 yr
VALIC Financial Advisors, INC.
May 2025 - Present · 1 yr
Previous Registrations
Advice and Planning Services
August 2011 - May 2025 · 13 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2011 - May 2025 · 13 yrs 9 mos
Oneamerica Securities, INC.
November 2008 - June 2011 · 2 yrs 7 mos
Oneamerica Securities, INC.Broker
November 2008 - June 2011 · 2 yrs 7 mos
Aig Retirement Advisors, INC.
September 2003 - October 2008 · 5 yrs 1 mo
Aig Retirement Advisors, INC.Broker
February 2001 - October 2008 · 7 yrs 8 mos
The Variable Annuity Marketing CompanyBroker
February 2001 - December 2001 · 10 mos
Benefitscorp Equities, INC.Broker
November 1996 - August 1998 · 1 yr 9 mos
The Great-West Life Assurance CompanyBroker
July 1994 - November 1996 · 2 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
October 1992 - January 2001 · 8 yrs 3 mos
State Registrations1 state
IN
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.