Lane Jerdal
Lane Jerdal is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Linthicum Heights, MD, with 23 years of industry experience. Lane 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
Firm Size
IM Fee
Assets Under Management
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.
Location
1201 Winterson Road, Suite 130, Linthicum Heights, MD, 21090
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lane works as an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Keel Point Capital, LLCBroker
Keel Point, LLC
Wfg Investments, INC.Broker
Keel Point Advisors, LLC
American Securities Group, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
VALIC Financial Advisors, INC.Broker
State Registrations16 states
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