IP
IP

Ikechukwu Pius-Nwagwu

11 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 11 years of industry experience. Ikechukwu 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

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

Get directions

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 5 mos
VALIC Financial Advisors, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Adp Broker-Dealer, INC.Broker
March 2014 - June 2016 · 2 yrs 3 mos
State Registrations11 states
DEFLMDMENCNJNYPASCTXVA
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.
Ikechukwu Pius-Nwagwu - Financial Advisor | TrueAdvisor