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David Dykstra

VALIC Financial Advisors, INC.
25 Years of Experience
West Des Moines, IA
1 DisclosureBrokerSells Insurance
View SEC Summary
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David Dykstra is a registered investment advisor at VALIC Financial Advisors, INC., based in West Des Moines, IA, with 25 years of industry experience. David 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

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

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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
View Full SEC ReportHow to Read Disclosures
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 · 13 yrs 1 mo
VALIC Financial Advisors, INC.Broker
September 2013 - Present · 13 yrs 1 mo
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 Registrations10 states
AZCOIAMNMONEOHSCSDWI
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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David Dykstra - Financial Advisor | TrueAdvisor