Kathryn Wise

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

• 08/2012 → 05/2022
  Cuso Finacial Services, Lp
  San Diefo, CA
• 05/2022 → Present
  Valic Financial Advisors, Inc.
  Savannah, GA

Previous Registrations

• 2012-08-22 → 2021-03-31
  Cuso Financial Services, L.P.
  Hinesville, GA
  San Diego, CA
  Savannah, GA
  Savannah, GA
  Statesboro, GA
  Fort Stewart, GA
  Savannah, GA
• 2005-10-11 → 2012-08-06
  Principal Securities, Inc.
  King Of Prussia, PA
  King Of Prussia, PA
  Des Moines, IA
  King Of Prussia, PA

Other Businesses

1) NAME OF THE OTHER BUSINESS:Still Pond Creek LLC INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:137 E 46th ST, Savannah, GA 31405 YOUR POSITION OR TITLE:Owner NATURE OF THE OTHER BUSINESS:previous real estate rental but no longer own that property START DATE:4/1/2008 APPROXIMATE NUMBER OF HOURS/MONTH:0 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:No business being transacted COMPENSATION :no

Exams

• S66 Uniform Combined State Law Examination
  2005-10-10
• S63 Uniform Securities Agent State Law Examination
  2002-05-10

Other Names

• Kathryn Ann Pinto
• Kathryn Ann Milano
• Kathryn Ann Wise