MZ
MZ

Maclynn Zebrun

26 Years of Experience
Greenville, KY
BrokerSells Insurance

Maclynn Zebrun is a registered investment advisor at VALIC Financial Advisors, INC., based in Greenville, KY, with 26 years of industry experience. Maclynn 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
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Location

139 South Main Street, Greenville, KY, 42345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Maclynn co-owns Brick Engine Studio, a machine shop, and Brick Engine Farms, dedicating minimal time to each. Maclynn is also an agent with AGIA, selling non-securities insurance products a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
September 2003 - Present · 22 yrs 10 mos
VALIC Financial Advisors, INC.Broker
December 1999 - Present · 26 yrs 7 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
December 1999 - December 2001 · 2 yrs
State Registrations11 states
ARCAFLGAIAILINKYOHSCTN
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.
Maclynn Zebrun - Financial Advisor | TrueAdvisor