Adam Bunday
Adam Bunday is a registered investment advisor at VALIC Financial Advisors, INC., based in Carmel, IN, with 26 years of industry experience. Adam 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
630 West Carmel Drive, Suite 140, Carmel, IN, 46032
Get directionsHistory
Regulatory History (1)
Criminal
January 1993Other Business ActivitiesSells Insurance
Adam is a notary public, but has never charged for services. He is also an agent for non-securities insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
The Variable Annuity Marketing CompanyBroker
State Registrations9 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
More Advisors
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- Stephanie Bunday, ChFCVALIC Financial Advisors, INC.
- Gregory Smith, CFPCapital Client Group, INC.