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Christopher Simenson

Advisor at Valic Financial Advisors — Edina, MN

Updated today

Credentials

Series 66

Experience

6 years

Location

Edina, MN 55435

Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Total advisors

1,257

Across 283 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

Christopher Simenson is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at firms including Agia, Edward Jones, and Pacific Union Financial. Outside of his advisory role, he is involved in indoor golf entertainment consulting through his ownership of SSGS, LLC and a consultant position with Sota Sims Golf, LLC. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Client services

Based on Valic Financial Advisors

Financial planning Portfolio management Selection of other advisers Recommend wrap accounts to clients

Expertise

Based on Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

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Fee options

Fixed

Financial planning and consulting services available on a flat fee basis (specific amounts not stated)

Percentage

$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee

Commissions

Broker-dealer commissions available separately for brokerage accounts

Project-based

Financial planning and consulting services offered on hourly basis (specific rates not stated)

Subscriptions

Subscription basis financial planning available (specific amounts not stated)

Other

Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services

Location

See office

Edina, MN

7650 Edinborough Way, Suite 320

Edina MN 55435

Advisors at this office

12

Most active in

Minnesota · North Dakota · Wisconsin

Work history

6 years of industry experience

Agia

2022 - Present • 4 years

Houston, TX

Valic Financial Advisors Inc

2020 - Present • 6 years

Watkins, CO

Edward Jones

2019 - 2020 • 1 year

St. Louis, MO

Wells Fargo Bank, NA

2019 - 2019 • 1 year

Minneapolis, MN

Unemployed

2019 - 2019 • 1 year

Victoria, MN

Pacific Union Financial

2017 - 2019 • 2 years

Dallas, TX

Kelly Employment Services

2017 - 2017 • 1 year

Minneapolis, MN

Stearns Lending, LLC

2014 - 2017 • 3 years

Dallas, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Aashwin S

CFP®

Minneapolis, MN

Luminous Money

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Wealth management Charitable giving tax strategies Equity compensation tax strategy Social Security optimization Gifting strategies Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Approaching retirement HENRY (High Earners, Not Rich Yet) Mid-Career Professionals FIRE (Financial Independence Retire Early)

Chad R

ChFC®, CLU®

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Retirement income strategy Social Security optimization Roth conversion strategy General retirement planning Active portfolio management
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Eric H

CFP®, CFA®, Series 66

Minneapolis, MN

Allodium Investment Consultants, LLC

Eric Hutchens is a CFP®, CFA®, and Series 66 certificant with 18 years of experience in the financial industry. He has worked at Allodium Investment Consultants, LLC since 2015 and previously spent eight years with UBS Financial Services. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment management, financial planning, and fiduciary consulting, generally favoring low-cost, tax-advantaged, passively oriented investments customized to clients’ goals and risk tolerances.

General retirement planning Concentrated stock management

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement

Michael B

CFP®, Series 66

Eagan, MN

LPL Financial

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Career Changers
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