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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
OH RA APPROVED 2025-08-04
MI RA APPROVED 2025-07-18
IA RA APPROVED 2025-04-16
IN RA APPROVED 2025-03-21
  • OH RA
    APPROVED
    Since 2025-08-04
  • MI RA
    APPROVED
    Since 2025-07-18
  • IA RA
    APPROVED
    Since 2025-04-16
  • IN RA
    APPROVED
    Since 2025-03-21

Branch Locations

Valparaiso, IN • United States

4515 N. River Blvd Ne Suite 200, Cedar Rapids, IA 52411 • 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
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
  • 06/2021 → 03/2025
    Wheatfield Grain Company
    Wheatfield, IN
  • 08/2017 → 05/2021
    Purdue University
    West Lafayette, IN
  • 08/2014 → 05/2017
    Bishop Dwenger High School
    Fort Wayne, IN
  • 01/2025 → Present
    Valic Financial Advisors,Inc
    Houston, TX
  • 03/2025 → 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: 03/17/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-21
  • S66 Uniform Combined State Law Examination
    2025-03-21
Other Names
  • William G Wright
  • Billy Wright
  • William Wright

View on SEC IAPD

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