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Valic Financial Advisors, Inc. CRD 42803
$29.2B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED_RES | 2026-01-26 |
| WI | RA | APPROVED | 2025-01-09 |
| MN | RA | APPROVED | 2023-02-07 |
| ND | RA | APPROVED | 2023-01-24 |
Branch Locations
7650 Edinborough Way Suite 320, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lodging Opportunity Fund | Fargo | ND | 10/2016 | 03/2017 |
| Doolittle's | Fargo | ND | 06/2016 | 03/2017 |
| Jpmorgan Chase Bank, N.A. | Fargo | ND | 03/2021 | 11/2022 |
| J.P. Morgan Securities Llc | Fargo | ND | 03/2021 | 11/2022 |
| Bank Of The West | Fargo | ND | 04/2019 | 01/2021 |
| Sammons Financial Group | Fargo | ND | 07/2017 | 01/2019 |
| Unemployed | Fargo | ND | 04/2017 | 06/2017 |
| Unemployed | West Fargo | ND | 02/2019 | 03/2019 |
| Unemployed | West Fargo | ND | 02/2021 | 02/2021 |
| The M&A Group Llc | Fargo | ND | 10/2016 | 03/2017 |
| Valic Financial Advisors, Inc. | Edina | MN | 11/2022 | Present |
| Agia | Houston | TX | 01/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/16/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-12 |
| S66 | Uniform Combined State Law Examination | 2008-07-09 |
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