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Steven Scheuermann

7 Years of Experience
North Chesterfield, VA
BrokerSells Insurance

Steven Scheuermann is a registered investment advisor at VALIC Financial Advisors, INC., based in North Chesterfield, VA, with 7 years of industry experience. Steven 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

10800 Midlothian Turnpike, Suite 200, North Chesterfield, VA, 23235

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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

Steven is an agent for AGIA, selling non-securities insurance products since January 2025, dedicating a few hours per week. He also owns Second Gear Design, a craft business, since 2013, dedicating minimal time.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
January 2025 - Present · 1 yr 6 mos
VALIC Financial Advisors, INC.
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Missionsquare Retirement
January 2019 - November 2024 · 5 yrs 10 mos
Missionsquare Investment ServicesBroker
October 2018 - November 2024 · 6 yrs 1 mo
Farmers Financial Solutions, LLCBroker
October 2014 - December 2014 · 2 mos
State Registrations29 states
AZCACOCTDCFLGAIDILMAMDMEMIMOMSMTNCNJNMOHPASCTNTXUTVAWAWIWV
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.
Steven Scheuermann - Financial Advisor | TrueAdvisor