Larry Alan Mathison

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

• 04/2012 → 11/2018
  Integrity Funds Dististributor, Llc
  Minot, ND
• 11/2018 → 02/2023
  Edward Jones
  St.LOuis, MO
• 02/2023 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
• 03/2023 → 08/2024
  Bank Of America N.A.
  Wayzata, MN
• 11/2024 → Present
  Valic Financial Advisors,Inc
  Wayzata, MN
• 11/2024 → Present
  Agia
  Houston, TX

Previous Registrations

• 2023-02-06 → 2024-08-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
• 2019-01-08 → 2023-02-08
  Edward Jones
  St. Michael, MN
  St Louis, MO
  Otsego, MN
  Albertville, MN

Other Businesses

I*1817272, Entity Type, Name of OBA: Rental Property 1, Address: Montevide, MN, 56265, Investment Related: No, Position, Title, Association: Co-owner with other family members, Employee Start Date: 05/02/2024, No Hours: 2hrs/Annually, No Hours during trading: 0, Duties: RENTAL PROPERTY POSITION: Partial property owner NATURE: As the result of my Father and Mother passing away, my sister (Karen Mathison) and I each inherited a 25% share in 120 acres of land in Chippewa county in western Minnesota. 82 acres of the land is rented out to a farmer who makes semi-annual payments to the 4 landowners. This OBA requires approx. 2 hours annually to pay the property tax, talk to the farmer/renter, talk to the other owners. All of this is done during non-trading hours. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2024 ADDRESS: 06-012-4100, Montevideo MN 56265, United States DESCRIPTION: Pay property tax. Talk to farmer(renter). Talk to other owners. AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products as AGIA.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-07
• S63 Uniform Securities Agent State Law Examination
  2012-05-01

Other Names

• Larry Alan Mathison
• Larry Mathison