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Vernon Joseph Klassen

Valic Financial Advisors, Inc.

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About Vernon Joseph Klassen

Vernon Joseph Klassen is a financial advisor who has been in the industry since 1989. Vernon is currently registered with Valic Financial Advisors, Inc. and has been with the firm since 2010. Vernon is a Certified Financial Planner and a Chartered Financial Consultant, and offers financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Vernon Klassen is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vernon Klassen’s Registration & Firm History

WA

04/09/2010 - Present

Valic Financial Advisors, Inc. (LYNNWOOD WA)

WA

10/01/2008 - 04/05/2010

KMS FINANCIAL SERVICES, INC. (EDMONDS WA)

WA

08/07/2000 - 10/03/2008

ALLSTATE FINANCIAL SERVICES, LLC (EVERETT WA)

WA

05/21/1997 - 01/24/2000

PACIFIC WEST SECURITIES, INC. (RENTON WA)

CA

11/01/1994 - 12/31/1996

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NJ

09/26/1988 - 05/24/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

09/26/1988 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NA

02/15/1984 - 05/04/1984

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 08/13/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/23/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Vernon Joseph Klassen. Review regulatory record here.
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