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Michael Lauer

Valic Financial Advisors, Inc.

Houston, TX

CRD 6311956

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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
TX RA APPROVED 2021-06-29
  • TX RA
    APPROVED
    Since 2021-06-29

Branch Locations

2929 Allen Parkway L3-20, Houston, TX 77019 • 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
Jpmorgan Securities Llc. San Antonio TX 03/2014 10/2016
Next Financial Group, Inc. Houston TX 07/2017 06/2021
Jp Morgan Chase Bank The Woodlands TX 10/2016 01/2017
Unemployed The Woodlands TX 01/2017 07/2017
Valic Financial Advisors, Inc. Houston TX 06/2021 Present
  • 03/2014 → 10/2016
    Jpmorgan Securities Llc.
    San Antonio, TX
  • 07/2017 → 06/2021
    Next Financial Group, Inc.
    Houston, TX
  • 10/2016 → 01/2017
    Jp Morgan Chase Bank
    The Woodlands, TX
  • 01/2017 → 07/2017
    Unemployed
    The Woodlands, TX
  • 06/2021 → Present
    Houston, TX
Previous Registrations
  • 2019-01-15 → 2021-06-11
    Next Financial Group, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-22
  • S66 Uniform Combined State Law Examination
    2018-09-22
Other Names
  • Lauer Taylor Michael
  • Michael Taylor Lauer

View on SEC IAPD

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