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Michael David Matis

Valic Financial Advisors, Inc.

Carmel, IN

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-10-23
  • IN RA
    APPROVED
    Since 2020-10-23

Branch Locations

630 West Carmel Drive Suite 140, Carmel, IN 46032 • 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
Oneamerica Securities Indianapolis IN 03/2015 01/2017
Morgan Stanley Indianapolis IN 08/2017 06/2019
Renpsg Indianapolis IN 07/2019 09/2020
Self-Employed Indianapolis IN 02/2017 05/2017
Valic Financial Advisors, Inc. Carmel IN 10/2020 Present
Agia Houston TX 12/2022 Present
  • 03/2015 → 01/2017
    Oneamerica Securities
    Indianapolis, IN
  • 08/2017 → 06/2019
    Morgan Stanley
    Indianapolis, IN
  • 07/2019 → 09/2020
    Renpsg
    Indianapolis, IN
  • 02/2017 → 05/2017
    Self-Employed
    Indianapolis, IN
  • 10/2020 → Present
    Valic Financial Advisors, Inc.
    Carmel, IN
  • 12/2022 → Present
    Agia
    Houston, TX
Previous Registrations
Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-09
S65 Uniform Investment Adviser Law Examination 2019-04-02
  • S63 Uniform Securities Agent State Law Examination
    2019-05-09
  • S65 Uniform Investment Adviser Law Examination
    2019-04-02
Other Names
  • Michael D Matis
  • Michael David Matis
  • Michael Matis

View on SEC IAPD

Other Firms

OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC
ARCHER INVESTMENT CORPORATION

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN

More in Carmel, IN

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