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Valic Financial Advisors, Inc. CRD 42803
$29.2B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-04 |
| MI | RA | APPROVED | 2025-07-18 |
| IA | RA | APPROVED | 2025-04-16 |
| IN | RA | APPROVED | 2025-03-21 |
Branch Locations
Valparaiso, IN • United States
4515 N. River Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wheatfield Grain Company | Wheatfield | IN | 06/2021 | 03/2025 |
| Purdue University | West Lafayette | IN | 08/2017 | 05/2021 |
| Bishop Dwenger High School | Fort Wayne | IN | 08/2014 | 05/2017 |
| Valic Financial Advisors,Inc | Houston | TX | 01/2025 | Present |
| Agia | Houston | TX | 03/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/17/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
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