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Shea Murphy
30 Years of Experience
Edina, MN
2 DisclosuresBrokerSells Insurance
Shea Murphy is a registered investment advisor at VALIC Financial Advisors, INC., based in Edina, MN, with 30 years of industry experience. Shea 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
7650 Edinborough Way, Suite 320, Edina, MN, 55435
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
March 2010Criminal
July 1989Final Disposition
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 4 mos
VALIC Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 4 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 Registrations4 states
AZMNNCWI
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.