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Matthew Rosenlieb

Valic Financial Advisors, Inc.

Houston, TX

CRD 7538425

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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
MO RA APPROVED 2025-04-17
KS RA APPROVED 2025-04-16
WV RA APPROVED 2022-12-21
IL RA APPROVED 2022-12-16
IN RA APPROVED 2022-12-16
KY RA APPROVED 2022-12-16
MI RA APPROVED 2022-12-16
OH RA APPROVED 2022-12-16
PA RA APPROVED 2022-12-16
WI RA APPROVED 2022-12-16
TX RA APPROVED 2022-10-25
  • MO RA
    APPROVED
    Since 2025-04-17
  • KS RA
    APPROVED
    Since 2025-04-16
  • WV RA
    APPROVED
    Since 2022-12-21
  • IL RA
    APPROVED
    Since 2022-12-16
  • IN RA
    APPROVED
    Since 2022-12-16
  • KY RA
    APPROVED
    Since 2022-12-16
  • MI RA
    APPROVED
    Since 2022-12-16
  • OH RA
    APPROVED
    Since 2022-12-16
  • PA RA
    APPROVED
    Since 2022-12-16
  • WI RA
    APPROVED
    Since 2022-12-16
  • TX RA
    APPROVED
    Since 2022-10-25

Branch Locations

2919 Allen Parkway 9Th Floor - Retirement Education Center, 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
Valic Financial Advisors Houston TX 04/2022 Present
Ragin Cajun The Woodlands TX 08/2015 12/2016
Celestial Displays The Woodlands TX 08/2016 04/2022
Agia Houston TX 12/2022 Present
  • 04/2022 → Present
    Valic Financial Advisors
    Houston, TX
  • 08/2015 → 12/2016
    Ragin Cajun
    The Woodlands, TX
  • 08/2016 → 04/2022
    Celestial Displays
    The Woodlands, TX
  • 12/2022 → Present
    Agia
    Houston, TX
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
S66 Uniform Combined State Law Examination 2022-10-24
  • S66 Uniform Combined State Law Examination
    2022-10-24

View on SEC IAPD

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