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Kiley Lukens Clagg

Advisor at Valic Financial Advisors

Updated today

Location

Savannah, TN 38372

Credentials

Series 66

Industry experience

17 years

About

Kiley Lukens Clagg is a Series 66-licensed financial advisor with Valic Financial Advisors in Jackson, TN, where she has worked since 2015. She has 17 years of industry experience and also serves as an agent with Agia. Outside of financial advising, Clagg owns a photography and photo booth rental business and is active in community service as secretary of the General Federation of Women's Clubs - The Jackson Woman's Club. She is also the founder and adult sponsor of the Jackson Juniorettes, a service club for young women in grades 9 through 12. Valic Financial Advisors primarily serves U.S.-domiciled 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 and operating with a large network of advisors.

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

Hardin County General Hospital, 935 Wayne Rd

Savannah, TN 38372

Most active in

Alabama · Arkansas · Florida · Kentucky · Mississippi · Missouri · Tennessee

Work history

Agia

2022 - Present (4 years)

Valic Financial Advisors

2015 - Present (11 years)

Disclosures

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

Business activities & affiliations

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Series 63, Series 65

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Savannah, TN

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Minda Wilson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, she worked at ProEquities, Inc and The Hardin County Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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Savannah, TN

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Logan Alfano Webb is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he held roles at The University of Tennessee at Martin and Wheels N Deals of Savannah. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies.

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Savannah, TN

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Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive

Blake D

Series 66

Savannah, TN

Edward Jones

Blake Dycus is a financial advisor with Edward Jones in Savannah, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Hans C

Series 63, Series 66

Clifton, TN

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Hans Cole is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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