Aleksandr Segalchik
Aleksandr Segalchik is a registered investment advisor at VALIC Financial Advisors, INC., based in Lakewood, CO, with 29 years of industry experience. Aleksandr 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
165 South Union Boulevard, Suite 600, Lakewood, CO, 80228
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aleksandr is a personal care provider for his mother-in-law, spending a few hours per week. He also works as a ski instructor at Loveland and Keystone ski schools, and owns a rental condo. Aleksandr is also an agent for AGIA selling non-securities insurance products, dedicating a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Icma-Rc Services, LLCBroker
Mcdonald Investments INC.Broker
Morgan Stanley Dw INC.Broker
Mcdonald Investments INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 states
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