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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-12
MO RA APPROVED 2025-01-22
  • KS RA
    APPROVED
    Since 2025-03-12
  • MO RA
    APPROVED
    Since 2025-01-22

Branch Locations

13220 Metcalf Suite 360, Overland Park, KS 66213 • 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
Ameriprise Financial Services Leawood KS 02/2023 04/2023
Kalwei Insurance Kansas City MO 08/2008 01/2025
Hyatt Hotel Kansas City Kansas City MO 04/2024 12/2024
Pharmacists Mutual Insurance Kansas City MO 06/2022 11/2022
Valic Financial Advisors, Inc. Overland Park KS 01/2025 Present
Walgreens Lees Summit MO 09/2023 11/2023
Instawork Kansas City MO 12/2022 06/2024
Country Financial Kansas City MO 08/2023 02/2024
Agia Houston TX 02/2025 Present
Instawork San Francisco CA 02/2025 05/2025
United Healthcare Insurance Overland Park KS 09/2011 Present
Kalwei Companies Pleasant Hill MO 07/2011 Present
  • 02/2023 → 04/2023
    Ameriprise Financial Services
    Leawood, KS
  • 08/2008 → 01/2025
    Kalwei Insurance
    Kansas City, MO
  • 04/2024 → 12/2024
    Hyatt Hotel Kansas City
    Kansas City, MO
  • 06/2022 → 11/2022
    Pharmacists Mutual Insurance
    Kansas City, MO
  • 01/2025 → Present
    Overland Park, KS
  • 09/2023 → 11/2023
    Walgreens
    Lees Summit, MO
  • 12/2022 → 06/2024
    Instawork
    Kansas City, MO
  • 08/2023 → 02/2024
    Country Financial
    Kansas City, MO
  • 02/2025 → Present
    Agia
    Houston, TX
  • 02/2025 → 05/2025
    Instawork
    San Francisco, CA
  • 09/2011 → Present
    United Healthcare Insurance
    Overland Park, KS
  • 07/2011 → Present
    Kalwei Companies
    Pleasant Hill, MO
Other Businesses

AGIA POSITION: AGENT NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2025 ADDRESS: 2929 ALLEN PARKWAY, HOUSTON TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA UNITED HEALTHCARE INSURANCE POSITION: Agent NATURE: Receive residual/trail income from a book of business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 10895 Grandview Dr, Overland Park KS 66210, United States DESCRIPTION: agent of record AETNA INSURANCE POSITION: Insurance Agent NATURE: Receive residual/trail income from a book of business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 9401 Indian Creek Pkwy, Overland Park KS 66210, United States DESCRIPTION: Agent of Record KALWEI COMPANIES POSITION: owner/sole proprietor NATURE: This is my LLC since 2011. Some of my trail commissions are paid through this from UHC and Aetna. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2011 ADDRESS: 2111 Highridge Dr. Apt D, Pleasant Hill MO 64080, United States DESCRIPTION: Trail commissions received only; no new business received.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-03
S65 Uniform Investment Adviser Law Examination 2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2025-03-03
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
Other Names
  • Shanda S Kalwei
  • Shanda Shay Kalwei
  • Shanda Kalwei

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