Melissa Aiken
Melissa Aiken is a registered investment advisor at VALIC Financial Advisors, INC., based in Independence, OH, with 22 years of industry experience. Melissa 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
Two Summit Park Drive, Suite 500, Independence, OH, 44131
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
Melissa serves on the Board of Directors for After School Discovery, a non-profit providing educational opportunities to at-risk children, dedicating a few hours per week. She is also the Vice President of Madison Band Patrons, a non-profit supporting the local school district's band program, spending minimal time on this. Melissa is also an agent for AGIA selling non-securities insurance products, spending a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations5 states
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