JS
CFP · ChFC
JS
CFP · ChFC

Joel Seckel

30 Years of Experience
Columbus, OH
BrokerSells Insurance

Joel Seckel is a CFP, ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Columbus, OH, with 30 years of industry experience. Joel 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.

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
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Location

8050 North High Street, Suite 130, Columbus, OH, 43235

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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

Joel is a volunteer board member and President for the Morrow County Board of Developmental Disabilities, dedicating minimal time. He is also an agent selling non-securities insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
June 2001 - Present · 25 yrs 4 mos
VALIC Financial Advisors, INC.Broker
September 2000 - Present · 26 yrs 1 mo
Previous Registrations
The Variable Annuity Marketing CompanyBroker
September 2000 - December 2001 · 1 yr 3 mos
Nationwide Investment Services CorporationBroker
July 1996 - November 2000 · 4 yrs 4 mos
Nationwide Advisory Services, INC.Broker
January 1996 - July 1996 · 6 mos
State Registrations24 states
ALAZFLGAILINKSKYLAMAMDMEMINCNJNMNYOHORPASCTXVAWV
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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