Steven C Valline

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

• 07/2007 → 07/2018
  Principal Life Insurance Company
  Des Moines, IA
• 12/2011 → 07/2018
  Princor
  Des Moines, IA
• 07/2018 → 07/2024
  Golden Rule Plumbing, Heating & Cooling
  Grimes, IA
• 07/2024 → 03/2025
  Thrasher Inc.
  Papillion, NE
• 03/2025 → 06/2025
  Unemployed
  Grimes, IA
• 06/2025 → Present
  Valic Financial Advisors, Inc.
  Moines, IA
• 06/2025 → Present
  Agia
  Houston, TX
• 11/2024 → Present
  Johnston Community School District
  Johnston, IA

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA. JOHNSTON COMMUNITY SCHOOL DISTRICT POSITION: High School Assistant Basketball Coach NATURE: Basketball coach INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 6510 NW 62nd Ave, Johnston IA 50131, United States DESCRIPTION: Coach high school basketball team

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08
• S63 Uniform Securities Agent State Law Examination
  2004-03-24

Other Names

• Steve Valline
• Steven C Valline
• Steven Valline