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Shea Murphy

VALIC Financial Advisors, INC.
31 Years of Experience
Edina, MN
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Shea Murphy is a registered investment advisor at VALIC Financial Advisors, INC., based in Edina, MN, with 31 years of industry experience. Shea 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

7650 Edinborough Way, Suite 320, Edina, MN, 55435

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History

Regulatory History (2)
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.
Employment Separation After Allegations
March 2010
Criminal
July 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Shea 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.
January 2014 - Present · 12 yrs 9 mos
VALIC Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
August 2010 - January 2011 · 5 mos
Financial Network Investment CorporationBroker
May 2005 - March 2010 · 4 yrs 10 mos
Primevest Financial Services, INC.Broker
May 2002 - April 2005 · 2 yrs 11 mos
Miller Johnson Steichen Kinnard, INC.Broker
December 1994 - May 2002 · 7 yrs 5 mos
State Registrations5 states
AZMNNCSDWI
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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