Kate Cleveland

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

• 03/2018 → 03/2020
  Topscore Sports Photography
  The Woodlands, TX
• 06/2019 → 03/2020
  Orange Leaf Frozen Yogurt
  The Woodlands, TX
• 06/2023 → 01/2024
  Pappasito's Cantina
  The Woodlands, TX
• 02/2022 → 05/2024
  Crumbl- College Station
  College Station, TX
• 06/2024 → 09/2024
  Crumbl- Woodlands
  The Woodlands, TX
• 08/2016 → 05/2020
  Incarnate Word Academy
  Houston, TX
• 08/2020 → 05/2021
  Texas A&M University- Corpus Christi
  Corpus Christi, TX
• 08/2021 → 05/2024
  Texas A&M University
  College Station, TX
• 09/2024 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 09/2024 → Present
  Agia
  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: 09/30/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-31