Stephen Gregor Stark

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

• 02/2013 → 11/2017
  Waddell & Reed, Inc
  Santa Fe, NM
• 07/2013 → 11/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Santa Fe, NM
• 08/2017 → 11/2017
  Waddell & Reed, Dba S Greg Stark Services Llc
  Santa Fe, NM
• 11/2017 → 11/2020
  U.S. Bancorp Investments, Inc.
  Santa Fe, NM
• 11/2020 → 01/2021
  Ups
  Duluth, MN
• 01/2021 → 03/2021
  Unemployed
  Saginaw, MN
• 03/2021 → 03/2022
  Menard'S
  Hermantown, MN
• 03/2021 → 07/2021
  Waddell & Reed, Inc
  Cloquet, MN
• 07/2021 → 11/2021
  Jason Kuss
  Cloquet, MN
• 07/2021 → 11/2021
  Lpl Financial Llc
  Cloquet, MN
• 11/2019 → 03/2020
  Ups
  Santa Fe, NM
• 11/2021 → 01/2022
  Ups
  Duluth, MN
• 03/2022 → Present
  Valic Financial Advisors, Inc.
  Edina, MN
• 12/2022 → Present
  Agia
  Houston, TX
• 05/2024 → 08/2024
  College Of St. Scholastica, Upward Bound
  Duluth, MN

Previous Registrations

• 2021-07-21 → 2021-10-29
  Lpl Financial Llc
  Savage, MN
  Cloquet, MN
• 2021-04-13 → 2021-07-21
  Waddell & Reed
  Cloquet, MN
  Savage, MN
• 2017-11-09 → 2020-11-23
  U.S. Bancorp Investments, Inc.
  Moriarty, NM
  Taos, NM
  El Prado, NM
  Santa Fe, NM
  Taos, NM
  Santa Fe, NM
  Santa Fe, NM
  Santa Fe, NM
• 2013-07-22 → 2017-11-10
  Waddell & Reed
  Santa Fe, NM
  Albuquerque, NM
  Las Vegas, NV

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 CONVENTION DELEGATE, MN DFL POSITION: Township delegate NATURE: Send MN caucus resolutions on to State DFL convention, hear from district primary candidates, approve rules. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/12/2026 ADDRESS: 225 E Plato Blvd, St Paul MN 55107, United States DESCRIPTION: Delegate. Approx 2-4 h April 12 and 2-4h April 26, 2026, Two Saturdays.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-20

Other Names

• Greg Stark
• Stephen Greg Stark
• S Greg Stark
• Gregor Stark
• Stephen Stark