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Robert Frederick Schimeneck

Valic Financial Advisors, Inc.

Mount Laurel, NJ

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-23
NJ RA APPROVED 2026-06-22
  • PA RA
    APPROVED
    Since 2026-06-23
  • NJ RA
    APPROVED
    Since 2026-06-22

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Allentown PA 11/2015 08/2017
Mml Investors Services Allentown PA 02/2016 08/2017
Dlp Capital Advisors Llc Bethlehem PA 08/2017 03/2022
Mass Mutual Center Valley PA 02/2016 08/2017
Key City Capital Wayne PA 04/2022 12/2022
J Alden Associates, Inc. Wayne PA 12/2022 12/2022
J. Alden Associates, Inc. Wayne PA 11/2023 06/2024
Key City Capital Wayne PA 11/2023 07/2025
Valic Financial Advisors, Inc. Mount Laurel NJ 05/2026 Present
Klotz Group Of Companies Jacksonville FL 09/2025 01/2026
Oceanview Life Ins Co Allentown PA 01/2026 04/2026
Unemployed Allentown PA 01/2023 10/2023
  • 11/2015 → 08/2017
    Massmutual
    Allentown, PA
  • 02/2016 → 08/2017
    Mml Investors Services
    Allentown, PA
  • 08/2017 → 03/2022
    Dlp Capital Advisors Llc
    Bethlehem, PA
  • 02/2016 → 08/2017
    Mass Mutual
    Center Valley, PA
  • 04/2022 → 12/2022
    Key City Capital
    Wayne, PA
  • 12/2022 → 12/2022
    J Alden Associates, Inc.
    Wayne, PA
  • 11/2023 → 06/2024
    J. Alden Associates, Inc.
    Wayne, PA
  • 11/2023 → 07/2025
    Key City Capital
    Wayne, PA
  • 05/2026 → Present
    Mount Laurel, NJ
  • 09/2025 → 01/2026
    Klotz Group Of Companies
    Jacksonville, FL
  • 01/2026 → 04/2026
    Oceanview Life Ins Co
    Allentown, PA
  • 01/2023 → 10/2023
    Unemployed
    Allentown, PA
Previous Registrations
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as Agent to sell Non-Securities Insurance Products for AIGA MASS MUTUAL BROKERAGE POSITION: Broker NATURE: Renewal/Trail Commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/03/2017 ADDRESS: 3701, 3701 Corporate Parkway, Ste. 305, Center Valley PA 18034, United States DESCRIPTION: Last policy sold was 3/5/2025. I hold a brokerage appointment with Mass Mutual for the purpose of servicing existing clients and collect renewals of approx $4000 per year

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-18
S63 Uniform Securities Agent State Law Examination 2022-11-21
S65 Uniform Investment Adviser Law Examination 2010-10-05
  • S66 Uniform Combined State Law Examination
    2026-06-18
  • S63 Uniform Securities Agent State Law Examination
    2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2010-10-05
Other Names
  • Bob Schimeneck
  • Robert Frederick Schimeneck
  • Robert Schimeneck

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