Sunn Yee, financial advisor Edina MN
93 score

Sunn Yee

CRD Number: 3073748
Current Firm: Valic Financial Advisors, Inc.

Sunn Yee (CRD# 3073748) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Edina, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors Edina, MN Jul 2015 - Current 1
Voya Financial Advisors, Inc. Minneapolis, MN Feb 2015 - Jul 2015 < 1
Valic Financial Advisors Edina, MN Jul 2011 - Feb 2015 3
Unemployed Minneapolis, MN May 2010 - Jul 2011 1
Seligman Advisors, Inc. Minneapolis, MN May 2009 - May 2010 1
Riversource Distributors Inc. Minneapolis, MN Jan 2009 - Apr 2009 < 1
Ameriprise Financial Services Inc. Minneapolis, MN May 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Sunn S. Yee
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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