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David Joseph Wymer

Valic Financial Advisors, Inc.

Edina, MN

CRD 6452850

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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
SD RA APPROVED 2023-09-05
ND RA APPROVED 2021-07-19
MN RA APPROVED 2020-09-01
  • SD RA
    APPROVED
    Since 2023-09-05
  • ND RA
    APPROVED
    Since 2021-07-19
  • MN RA
    APPROVED
    Since 2020-09-01

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
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Minnetonka MN 01/2015 11/2016
Wells Fargo Clearing Services, Llc Minnetonka MN 11/2016 07/2020
Valic Financial Advisors, Inc. Edina MN 08/2020 Present
Agia Houston TX 12/2022 Present
Previous Registrations
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
S66 Uniform Combined State Law Examination 2015-04-09
  • S66 Uniform Combined State Law Examination
    2015-04-09
Other Names
  • David Joseph Wymer
  • David Wymer

View on SEC IAPD

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