Stephen Heiden
Stephen Heiden is a registered investment advisor at VALIC Financial Advisors, INC., based in Chico, CA, with 17 years of industry experience. Stephen 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
21 Hanover Lane, Suite B, Chico, CA, 95973
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Criminal
February 1991Other Business ActivitiesSells Insurance
Stephen is an agent for AGIA, selling non-securities insurance products since January 2025. This activity requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Severin Investments LLC
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Morgan Stanley
Morgan StanleyBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations4 states
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.