DN
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Danny Nestorovski

24 Years of Experience
Crown Point, IN
BrokerSells Insurance

Danny Nestorovski is a registered investment advisor at VALIC Financial Advisors, INC., based in Crown Point, IN, with 24 years of industry experience. Danny 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

12750 Saint Francis Drive, Crown Point, IN, 46307

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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

Danny coaches the JV girls soccer team and is an assistant coach for the Varsity girls soccer team, dedicating a few hours per week. He is also an agent for AGIA selling non-securities insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
March 2003 - Present · 23 yrs 2 mos
VALIC Financial Advisors, INC.Broker
December 2001 - Present · 24 yrs 5 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
December 2001 - December 2001 · 0 mos
American Express Financial Advisors INC.Broker
October 2000 - November 2000 · 1 mo
Ids Life Insurance CompanyBroker
October 2000 - November 2000 · 1 mo
State Registrations7 states
AZFLILINMIPASD
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.
Danny Nestorovski - Financial Advisor | TrueAdvisor