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Shane Hurst

24 Years of Experience
St. Louis, MO
2 DisclosuresBrokerSells Insurance

Shane Hurst is a registered investment advisor at VALIC Financial Advisors, INC., based in St. Louis, MO, with 24 years of industry experience. Shane 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
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
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Location

12312 Olive Boulevard, Suite 265, St. Louis, MO, 63141

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History

Regulatory History (2)
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 2008
Settled
Employment Separation After Allegations
October 2007
Other Business ActivitiesSells Insurance

Shane receives trail income from Blue Cross Blue Shield of MO for business written years ago, requiring minimal time. He also sells non-securities insurance products through AGIA, dedicating a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2009 - Present · 16 yrs 11 mos
VALIC Financial Advisors, INC.Broker
October 2009 - Present · 17 yrs
Previous Registrations
Metlife Securities INC.Broker
March 2008 - October 2009 · 1 yr 7 mos
Natcity Investments, INC.Broker
February 2008 - March 2008 · 1 mo
AXA Advisors, LLCBroker
June 2001 - October 2007 · 6 yrs 4 mos
State Registrations7 states
AZFLILINMOVAWA
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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