Robert Schimeneck
Robert Schimeneck is a registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 19 years of industry experience. Robert 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
307 Fellowship Road, Suite 205, Mount Laurel, NJ, 08054
Get directionsHistory
Regulatory History (1)
Financial
June 2019Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
J. Alden Associates, INC.Broker
Dlp Capital Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Brokers Financial
Brokers International Financial Services, LLC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
M&t Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Mutual of Omaha Investor Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations2 states
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
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