Susan Wheeler Gloe

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

Authority	Category	Status	Date
MI	RA	APPROVED	2025-09-25
AZ	RA	APPROVED	2023-11-09
TX	RA	APPROVED_RES	2014-09-17
MN	RA	APPROVED	2013-12-10
WI	RA	APPROVED	2010-07-21
CA	RA	APPROVED	2004-01-30

MI RA
APPROVED

Since 2025-09-25
AZ RA
APPROVED

Since 2023-11-09
TX RA
APPROVED_RES

Since 2014-09-17
MN RA
APPROVED

Since 2013-12-10
WI RA
APPROVED

Since 2010-07-21
CA RA
APPROVED

Since 2004-01-30

Branch Locations

7650 Edinborough Way Suite 320, Edina, MN 55435 • 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

Organization	City	State	From	To
Valic Financial Advisors	Eau Claire	WI	08/2000	Present
Agia	Houston	TX	12/2022	Present

08/2000 → Present

Valic Financial Advisors

Eau Claire, WI
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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-12-09
S63	Uniform Securities Agent State Law Examination	2000-07-07

S65 Uniform Investment Adviser Law Examination

2003-12-09
S63 Uniform Securities Agent State Law Examination

2000-07-07

Other Names

Susan Anne Wheeler

View on SEC IAPD