Michael Patrick Wilkens

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

• 08/2010 → 08/2020
  Mwcatering
  Philadelphia, PA
• 08/2020 → 03/2024
  Bhhs Fox & Roach
  Marlton, NJ
• 11/2022 → Present
  Valic Financial Advisors, Inc.
  Mount Laurel, NJ
• 12/2022 → Present
  Agia
  Houston, TX

Other Businesses

Michael Wilkens Business is not investment related Address - 448 Moyer St., Philadelphia, PA 19125 Nature of business - Rental property Position - Owner/Landlord Start - 11/4/2017 Hours per month - 20 Hours during securities trading hours - 0 Duties - Responsible for the financial and maintenance related issues for the property AGIA POSITION: Agent NATURE: Non-Securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/19/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA KATHLEEN R WILKENS LLC POSITION: non-compensated manager NATURE: Establishing an IRA LLC for the purchase of investment property - rental property The Madison Trust account number will be established when the LLC is set up INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 1219 Kay Dr W, Cherry Hill NJ 08034, United States DESCRIPTION: non-compensated manager of investment property purchased with IRA funds KATHLEEN R WILKENS LLC POSITION: non-compensated manager NATURE: Establishing an IRA LLC for the purchase of investment property - rental property The Madison Trust account number will be established when the LLC is set up INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 1108 Bedford Ave, Cherry Hill NJ 08002, United States DESCRIPTION: non-compensated manager of investment property purchased with IRA funds MICHAEL WILKENS POSITION: Owner/Landlord NATURE: Rental Property. As landlord/owner we are responsible for all aspects of the property be it financial or maintenance based. Total time dedicated to; and total income received will be less than 10%. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2017 ADDRESS: 1108 Bedford Ave, Cherry Hill NJ 08002, United States DESCRIPTION: Landlord and owner of the property. Rents to long term tenants. Responsible for financial and physical property duties.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-10
• S63 Uniform Securities Agent State Law Examination
  1999-09-03

Other Names

• Mike Wilkens
• Michael Wilkens
• Michael Patrick Wilkens