DD
DD

David Dykstra

24 Years of Experience
West Des Moines, IA
1 DisclosureBrokerSells Insurance

David Dykstra is a registered investment advisor at VALIC Financial Advisors, INC., based in West Des Moines, IA, with 24 years of industry experience. David 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
Loading...

Location

950 Office Park Road, Suite 328, West Des Moines, IA, 50265

Get directions

History

Regulatory History (1)
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.
Customer Dispute
November 2007
Denied
Other Business ActivitiesSells Insurance

David is a board member for the Theodore Roosevelt High School Foundation, volunteering at fundraising activities and attending board meetings. He is also an agent for AGIA selling non-securities insurance products, dedicating a few hours per week, and provides notary signature services.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
September 2013 - Present · 12 yrs 8 mos
VALIC Financial Advisors, INC.Broker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Investment Centers of America, INC.Broker
January 2011 - August 2013 · 2 yrs 7 mos
Investment Centers of America, INC.
January 2011 - August 2013 · 2 yrs 7 mos
Princor Financial Services Corporation
July 2003 - January 2011 · 7 yrs 6 mos
Princor Financial Services CorporationBroker
June 2002 - January 2011 · 8 yrs 7 mos
Princor Financial Services CorporationBroker
May 2001 - March 2002 · 10 mos
State Registrations9 states
AZCOIAMNMOOHSCSDWI
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.