Morgan Dean Gates Thomas

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

• 02/2020 → 07/2022
  Advisors Excel
  Topeka, KS
• 02/2022 → 07/2023
  Ae Financial Services, Llc
  Topeka, KS
• 02/2018 → 02/2020
  Ss&C Technologies
  Lawrence, KS
• 08/2017 → 02/2018
  Kohls
  Lawrence, KS
• 09/2014 → 07/2017
  University Of Kansas - Center Of Sustainability
  Lawrence, KS
• 09/2023 → Present
  Valic Financial Advisors, Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-11-03

Other Names

• Morgan Thomas
• Morgan Dean Gates-Thomas
• Morgandeangates Thomas