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Timothy Lense

VALIC Financial Advisors, INC.
28 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Timothy Lense is a registered investment advisor at VALIC Financial Advisors, INC., based in Chicago, IL, with 28 years of industry experience. Timothy 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

500 West Madison, Suite 2850, Chicago, IL, 60661

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History

Regulatory History (1)
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Customer Dispute
January 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy owns Sandbar Marina and Sandbar Land Company, and is treasurer for Sandbar Bar and Grille. He also works as an agent for AGIA selling non-securities insurance products, dedicating a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2004 - Present · 22 yrs 3 mos
VALIC Financial Advisors, INC.Broker
August 2001 - Present · 25 yrs 2 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
August 2001 - December 2001 · 4 mos
First Union Securities Financial Network, INC.Broker
January 2001 - August 2001 · 7 mos
Jwgenesis Financial Group, INCBroker
January 1999 - January 2001 · 2 yrs
Chatfield Dean & CO., INC.Broker
May 1998 - January 1999 · 8 mos
State Registrations24 states
AZCACOCTFLGAIAILINMDMIMNMOMTNCNVNYOHORTXVAWAWIWY
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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