DM
DM

Darla Mills

20 Years of Experience
Overland Park, KS
BrokerSells Insurance

Darla Mills is a registered investment advisor at VALIC Financial Advisors, INC., based in Overland Park, KS, with 20 years of industry experience. Darla 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

13220 Metcalf, Suite 360, Overland Park, KS, 66213

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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

Darla works as an agent for AGIA selling non-securities insurance products. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
July 2010 - Present · 15 yrs 10 mos
VALIC Financial Advisors, INC.
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Merrimac Corporate Securities, INC.Broker
May 2010 - July 2010 · 2 mos
Waddell & Reed, INC.
May 2008 - July 2008 · 2 mos
Waddell & Reed, INC.Broker
May 2008 - July 2008 · 2 mos
Allstate Financial Services, LLCBroker
February 2008 - April 2008 · 2 mos
Thrivent Investment Management INC.
December 2006 - February 2008 · 1 yr 2 mos
Thrivent Investment Management INC.Broker
December 2006 - February 2008 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
July 2006 - December 2006 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2006 - July 2006 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - July 2006 · 3 mos
Hazard & Siegel, INC.Broker
February 2006 - May 2006 · 3 mos
Cadaret, Grant & CO., INC.Broker
July 2005 - October 2005 · 3 mos
AXA Advisors, LLCBroker
January 2004 - July 2005 · 1 yr 6 mos
Pruco Securities, LLC.Broker
September 2003 - January 2004 · 4 mos
State Registrations10 states
AZCACOFLKSMONMNVSDTX
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.
Darla Mills - Financial Advisor | TrueAdvisor