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Gina Baumann

Valic Financial Advisors, Inc.

Austin, TX

CRD 7679830

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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 2026-07-22
  • TX RA
    APPROVED
    Since 2026-07-22

Branch Locations

3737 Executive Center Drive Suite 111, Austin, TX 78731 • 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
Unemployed Buda TX 08/2024 04/2026
Valic Financial Advisors, Inc Buda TX 05/2026 Present
Charles Schwab & Co., Inc. Austin TX 02/2023 08/2024
Hays Cisd Kyle TX 01/2022 05/2022
Moonboots Inc Johnstown CO 02/2021 10/2021
Planet Fitness Fredericksburg VA 08/2020 02/2021
Dough Bar Fort Collins CO 04/2020 08/2020
Wic New Braunfels TX 01/2020 04/2020
Das Rec New Braunfels TX 02/2019 01/2020
Shake Smart Tucson AZ 09/2017 02/2019
Homemaker Buda TX 05/2022 10/2022
Unemployed Loveland CO 10/2021 01/2022
Unemployed Spur TX 05/2017 09/2017
The Rowel Variety Store Spur TX 02/2015 05/2017
National Farm Life Buda TX 10/2022 02/2023
  • 08/2024 → 04/2026
    Unemployed
    Buda, TX
  • 05/2026 → Present
    Buda, TX
  • 02/2023 → 08/2024
    Charles Schwab & Co., Inc.
    Austin, TX
  • 01/2022 → 05/2022
    Hays Cisd
    Kyle, TX
  • 02/2021 → 10/2021
    Moonboots Inc
    Johnstown, CO
  • 08/2020 → 02/2021
    Planet Fitness
    Fredericksburg, VA
  • 04/2020 → 08/2020
    Dough Bar
    Fort Collins, CO
  • 01/2020 → 04/2020
    Wic
    New Braunfels, TX
  • 02/2019 → 01/2020
    Das Rec
    New Braunfels, TX
  • 09/2017 → 02/2019
    Shake Smart
    Tucson, AZ
  • 05/2022 → 10/2022
    Homemaker
    Buda, TX
  • 10/2021 → 01/2022
    Unemployed
    Loveland, CO
  • 05/2017 → 09/2017
    Unemployed
    Spur, TX
  • 02/2015 → 05/2017
    The Rowel Variety Store
    Spur, TX
  • 10/2022 → 02/2023
    National Farm Life
    Buda, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-securities Insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/18/2026 ADDRESS: 2929 Allen PKWY, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AGIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-21
S63 Uniform Securities Agent State Law Examination 2023-06-23
  • S65 Uniform Investment Adviser Law Examination
    2026-07-21
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23
Other Names
  • Gina Cheyne

View on SEC IAPD

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