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John Michael Hellgren

Valic Financial Advisors, Inc.

Seven Fields, PA

CRD 3206374

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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
NC RA APPROVED 2026-03-03
AZ RA APPROVED 2022-06-23
NY RA APPROVED 2022-05-27
SC RA APPROVED 2020-05-12
ND RA APPROVED 2019-02-25
CA RA APPROVED 2016-10-11
OH RA APPROVED 2015-12-11
FL RA APPROVED 2012-08-07
WV RA APPROVED 2011-04-12
PA RA APPROVED 2010-11-05
  • NC RA
    APPROVED
    Since 2026-03-03
  • AZ RA
    APPROVED
    Since 2022-06-23
  • NY RA
    APPROVED
    Since 2022-05-27
  • SC RA
    APPROVED
    Since 2020-05-12
  • ND RA
    APPROVED
    Since 2019-02-25
  • CA RA
    APPROVED
    Since 2016-10-11
  • OH RA
    APPROVED
    Since 2015-12-11
  • FL RA
    APPROVED
    Since 2012-08-07
  • WV RA
    APPROVED
    Since 2011-04-12
  • PA RA
    APPROVED
    Since 2010-11-05

Branch Locations

400 Northpointe Circle Suite 302, Seven Fields, PA 16046 • 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, Inc. Pittsburgh PA 10/2010 Present
Agia Houston TX 12/2022 Present
Previous Registrations
  • 2001-10-17 → 2009-10-16
    The Advisors Llc
    Moon Township, PA
  • 2005-01-14 → 2008-12-31
    Moontownship, PA
    Pittsburg, PA
    Moon Township, PA
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
S65 Uniform Investment Adviser Law Examination 1999-06-24
S63 Uniform Securities Agent State Law Examination 1999-04-07
  • S65 Uniform Investment Adviser Law Examination
    1999-06-24
  • S63 Uniform Securities Agent State Law Examination
    1999-04-07
Other Names
  • John Michael Hellgren

View on SEC IAPD

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