Raelynn Harlach
Raelynn Harlach is a ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Mahwah, NJ, with 18 years of industry experience. Raelynn 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
1000 Wyckoff Ave, 3rd Floor Suite 307, Mahwah, NJ, 07430
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Raelynn works as an agent for AGIA, selling non-securities insurance products since 2022. This activity requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
Nylife Securities LLCBroker
Metlife Securities INC.Broker
State Registrations39 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.
Exams
More Advisors
- Richard Grofsick, CFPVALIC Financial Advisors, INC.
- Davis Rieman, CFPOsaic Wealth, INC.
- Gerald Castellano, ChFCLPL Financial LLC
- Lance Drucker, ChFCDrucker Wealth
- David Spiegel, CFPGci Financial Group