Brent Moeller
Brent Moeller is a registered investment advisor at VALIC Financial Advisors, INC., based in Eugene, OR, with 14 years of industry experience. Brent 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
488 East 11th Avenue, Suite 220 B, Eugene, OR, 97401
Get directionsHistory
Regulatory History (2)
Criminal
May 2016Customer Dispute
July 2014Other Business ActivitiesSells Insurance
Brent is a board member for Central Lutheran Foundation, a non-profit, and treasurer for Central Lutheran Church, dedicating minimal time to each. Brent is also an agent for AGIA selling non-securities insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations5 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.