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Michael Brandon Sheffler

Valic Financial Advisors, Inc.

Houston, TX

CRD 4850502

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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:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-16
MN RA APPROVED 2013-12-09
MI RA APPROVED 2010-06-04
DC RA APPROVED 2007-07-25
SC RA APPROVED 2007-07-24
ND RA APPROVED 2007-07-23
AZ RA APPROVED 2007-07-18
GA RA APPROVED 2007-07-13
NE RA APPROVED 2007-07-13
FL RA APPROVED 2007-07-12
MT RA APPROVED 2007-07-11
AL RA APPROVED 2007-07-10
AK RA APPROVED 2007-07-10
AR RA APPROVED 2007-07-10
CA RA APPROVED 2007-07-10
CO RA APPROVED 2007-07-10
CT RA APPROVED 2007-07-10
DE RA APPROVED 2007-07-10
HI RA APPROVED 2007-07-10
ID RA APPROVED 2007-07-10
IL RA APPROVED 2007-07-10
IN RA APPROVED 2007-07-10
IA RA APPROVED 2007-07-10
KS RA APPROVED 2007-07-10
LA RA APPROVED 2007-07-10
ME RA APPROVED 2007-07-10
MD RA APPROVED 2007-07-10
MA RA APPROVED 2007-07-10
MS RA APPROVED 2007-07-10
MO RA APPROVED 2007-07-10
NH RA APPROVED 2007-07-10
NJ RA APPROVED 2007-07-10
NM RA APPROVED 2007-07-10
NC RA APPROVED 2007-07-10
OH RA APPROVED 2007-07-10
RI RA APPROVED 2007-07-10
SD RA APPROVED 2007-07-10
UT RA APPROVED 2007-07-10
VA RA APPROVED 2007-07-10
WA RA APPROVED 2007-07-10
WV RA APPROVED 2007-07-10
TX RA APPROVED 2007-07-09
  • NY RA
    APPROVED
    Since 2021-08-16
  • MN RA
    APPROVED
    Since 2013-12-09
  • MI RA
    APPROVED
    Since 2010-06-04
  • DC RA
    APPROVED
    Since 2007-07-25
  • SC RA
    APPROVED
    Since 2007-07-24
  • ND RA
    APPROVED
    Since 2007-07-23
  • AZ RA
    APPROVED
    Since 2007-07-18
  • GA RA
    APPROVED
    Since 2007-07-13
  • NE RA
    APPROVED
    Since 2007-07-13
  • FL RA
    APPROVED
    Since 2007-07-12
  • MT RA
    APPROVED
    Since 2007-07-11
  • AL RA
    APPROVED
    Since 2007-07-10
  • AK RA
    APPROVED
    Since 2007-07-10
  • AR RA
    APPROVED
    Since 2007-07-10
  • CA RA
    APPROVED
    Since 2007-07-10
  • CO RA
    APPROVED
    Since 2007-07-10
  • CT RA
    APPROVED
    Since 2007-07-10
  • DE RA
    APPROVED
    Since 2007-07-10
  • HI RA
    APPROVED
    Since 2007-07-10
  • ID RA
    APPROVED
    Since 2007-07-10
  • IL RA
    APPROVED
    Since 2007-07-10
  • IN RA
    APPROVED
    Since 2007-07-10
  • IA RA
    APPROVED
    Since 2007-07-10
  • KS RA
    APPROVED
    Since 2007-07-10
  • LA RA
    APPROVED
    Since 2007-07-10
  • ME RA
    APPROVED
    Since 2007-07-10
  • MD RA
    APPROVED
    Since 2007-07-10
  • MA RA
    APPROVED
    Since 2007-07-10
  • MS RA
    APPROVED
    Since 2007-07-10
  • MO RA
    APPROVED
    Since 2007-07-10
  • NH RA
    APPROVED
    Since 2007-07-10
  • NJ RA
    APPROVED
    Since 2007-07-10
  • NM RA
    APPROVED
    Since 2007-07-10
  • NC RA
    APPROVED
    Since 2007-07-10
  • OH RA
    APPROVED
    Since 2007-07-10
  • RI RA
    APPROVED
    Since 2007-07-10
  • SD RA
    APPROVED
    Since 2007-07-10
  • UT RA
    APPROVED
    Since 2007-07-10
  • VA RA
    APPROVED
    Since 2007-07-10
  • WA RA
    APPROVED
    Since 2007-07-10
  • WV RA
    APPROVED
    Since 2007-07-10
  • TX RA
    APPROVED
    Since 2007-07-09

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • 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
Valic Financial Advisors Houston TX 02/2005 Present
Agia Houston TX 12/2022 Present
  • 02/2005 → Present
    Valic Financial Advisors
    Houston, TX
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-06
S63 Uniform Securities Agent State Law Examination 2006-05-06
  • S65 Uniform Investment Adviser Law Examination
    2007-07-06
  • S63 Uniform Securities Agent State Law Examination
    2006-05-06

View on SEC IAPD

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