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Thomas Dennig

VALIC Financial Advisors, INC.
25 Years of Experience
Tallahassee, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Thomas Dennig is a registered investment advisor at VALIC Financial Advisors, INC., based in Tallahassee, FL, with 25 years of industry experience. Thomas 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

825 Thomasville Road, Tallahassee, FL, 32303

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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
December 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is a board member for Leon High School Foundation and Holy Comforter School Board, and Board President for Leon High Lacrosse Athletic Boosters, dedicating minimal time to each. He also works as an agent for AGIA selling non-securities insurance products a few hours per week and owns rental properties, spending minimal time on them.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2007 - Present · 19 yrs 5 mos
VALIC Financial Advisors, INC.Broker
March 2007 - Present · 19 yrs 7 mos
Previous Registrations
Allstate Financial Services, LLCBroker
August 2001 - December 2006 · 5 yrs 4 mos
Equity Services, INC.Broker
October 2000 - June 2001 · 8 mos
State Registrations19 states
ALARAZCACOFLGAILINLAMDMIMSNCNYPASCTXVA
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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