IP
IP

Ikechukwu Pius-Nwagwu

12 Years of Experience
Seven Fields, PA
1 DisclosureBrokerSells Insurance

Ikechukwu Pius-Nwagwu is a registered investment advisor at VALIC Financial Advisors, INC., based in Seven Fields, PA, with 12 years of industry experience. Ikechukwu 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

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.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
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Location

400 Northpointe Circle, Suite 302, Seven Fields, PA, 16046

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2017
Final
Other Business ActivitiesSells Insurance

Ikechukwu works as an agent for AGIA, selling non-securities insurance products since December 2022. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
December 2016 - Present · 9 yrs 10 mos
VALIC Financial Advisors, INC.Broker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Adp Broker-Dealer, INC.Broker
March 2014 - June 2016 · 2 yrs 3 mos
State Registrations12 states
DEFLMDMEMINCNJNYPASCTXVA
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.
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