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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-30
NY RA APPROVED 2023-09-08
DE RA APPROVED 2023-01-03
PA RA APPROVED 2023-01-03
NJ RA APPROVED 2022-12-13
  • FL RA
    APPROVED
    Since 2026-04-30
  • NY RA
    APPROVED
    Since 2023-09-08
  • DE RA
    APPROVED
    Since 2023-01-03
  • PA RA
    APPROVED
    Since 2023-01-03
  • NJ RA
    APPROVED
    Since 2022-12-13

Branch Locations

307 Fellowship Road Suite 205, Mount Laurel, NJ 08054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mwcatering Philadelphia PA 08/2010 08/2020
Bhhs Fox & Roach Marlton NJ 08/2020 03/2024
Valic Financial Advisors, Inc. Mount Laurel NJ 11/2022 Present
Agia Houston TX 12/2022 Present
  • 08/2010 → 08/2020
    Mwcatering
    Philadelphia, PA
  • 08/2020 → 03/2024
    Bhhs Fox & Roach
    Marlton, NJ
  • 11/2022 → Present
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-10
S63 Uniform Securities Agent State Law Examination 1999-09-03
  • 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

View on SEC IAPD

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