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Timothy Schroyer

VALIC Financial Advisors, INC.
27 Years of Experience
Seven Fields, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Timothy Schroyer is a registered investment advisor at VALIC Financial Advisors, INC., based in Seven Fields, PA, with 27 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

400 Northpointe Circle, Suite 302, Seven Fields, PA, 16046

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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
October 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is a silent partner in a horse racing partnership, treasurer for a cancer research charity and a men's golf league, and an agent for non-securities insurance products. He dedicates a few hours per week to selling insurance products.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
February 2022 - Present · 4 yrs 8 mos
VALIC Financial Advisors, INC.Broker
April 1999 - Present · 27 yrs 6 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
January 1999 - December 2001 · 2 yrs 11 mos
State Registrations10 states
FLMDNCNJNYORPASCVAWV
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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