Tessa Coleman

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

• 01/2019 → 05/2019
  S Mark Haywood
  Houston, TX
• 05/2018 → 12/2018
  Crossmark Global
  Houston, TX
• 10/2017 → 04/2018
  Merril Lynch
  Houston, TX
• 04/2016 → 09/2017
  Jp Morgan Chase
  Houston, TX
• 05/2019 → 02/2020
  S Mark Haywood
  Houston, TX
• 05/2019 → 09/2023
  Northwestern Mutual Investment Services Llc
  Houston, TX
• 02/2020 → 09/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2020 → 09/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2023 → 06/2024
  Mckinney Capital Management
  Houston, TX
• 01/2019 → Present
  Vd Investment
  Phoenix, AZ
• 01/2018 → Present
  Jaajodance
  Houston, TX
• 09/2023 → 06/2024
  Cetera Advisors Llc
  St. Cloud, MN
• 03/2024 → 06/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2024 → 05/2025
  Mutual Of Omaha Investor Services
  Omaha, NE
• 08/2024 → 05/2025
  Mutual Of Omaha Insurance Company
  Omaha, NE
• 06/2025 → Present
  Valic Financial Advisor, Inc.
  Houston, TX
• 01/2018 → Present
  Vd Investment
  Houston, TX
• 01/2018 → Present
  Jaajodance
  Houston, TX
• 06/2025 → Present
  Agia
  Houston, TX

Previous Registrations

• 2024-09-25 → 2025-06-03
  Mutual Of Omaha Investor Services, Inc.
  Springfield, MO
  Houston, TX
• 2024-03-21 → 2024-07-10
  Cetera Investment Advisers Llc
  Houston, TX
• 2023-12-01 → 2024-03-21
  Cetera Advisors Llc
  Houston, TX

Other Businesses

AGIA POSITION: AGENT NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2025 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA VD INVESTMENT POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2525 CityWest Blvd, Houston TX 77080, United States DESCRIPTION: Currently Passive, I have property owned under the LLC JAAJODANCE POSITION: Co founder NATURE: Dance workout business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2525 Citywest Blvd, Houston TX 77080, United States DESCRIPTION: Instructor and owner

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30
• S63 Uniform Securities Agent State Law Examination
  2015-06-25

Other Names

• Takiela Quenshea Burroughs
• Takiela Burroughs
• Tessa Quenshae Burroughs
• Tessa Burroughs
• Takiela Burroughs
• Tessa Quenshea Burroughs
• Takiela Burroughs
• Tessa Burroughs
• Tessa Q Betterway
• Tessa Q Coleman