Kimberly Shannon Wilder

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Valic Financial Advisors, Inc.
  Austin, TX
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2012-04-24 → 2014-03-19
  Valic Financial Advisors, Inc.
  Addison, TX
  Austin, TX
• 2010-02-04 → 2010-07-26
  Lpl Financial Llc
  Austin, TX
• 2006-12-15 → 2010-01-14
  Nationwide Investment Advisors, Llc
  Columbus, OH

Other Businesses

Rental property. 3605 Cloudy Ridge Rd., Austin, TX 78734. Non investment-related. Commenced this activity 9/20/2017. Duties include maintain records of rental payments and file tax returns. 2% hours/month is devoted to this activity with none during securities trading hours. WEST AUSTIN TRAINING, LLC POSITION: Manager NATURE: Fitness Services in Austin Texas INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2019 ADDRESS: 24040 FM 150, Dripping Springs TX 78620, United States DESCRIPTION: consult on fitness business in Austin Texas RENTAL PROPERTY POSITION: Manager NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017 ADDRESS: 24040 FM 150, Dripping Springs TX 78620, United States DESCRIPTION: Maintain records for rental property QUIJOTE RANCH HOLDINGS, LLC POSITION: Manager NATURE: Ranch located in south Texas. This is a passive business that includes maintaining a wildlife exemption. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2023 ADDRESS: 24040 FM 150, Dripping Springs TX 78620, United States DESCRIPTION: Maintaining wildlife exemption AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-27
• S63 Uniform Securities Agent State Law Examination
  1992-06-19

Other Names

• Kimberly Shannon Wagner
• Kimberly Wagner Hall
• Kimberly Shannon Wagner Wilder
• Kim Wilder