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Kendra Rose Kotilinek

Valic Financial Advisors, Inc.

Edina, MN

CRD 7962432

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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
SD RA APPROVED 2026-07-20
MN RA APPROVED 2025-08-08
  • SD RA
    APPROVED
    Since 2026-07-20
  • MN RA
    APPROVED
    Since 2025-08-08

Branch Locations

7650 Edinborough Way Suite 320, Edina, MN 55435 • 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
Kimball School District Kimball MN 09/2022 Present
Up The Creek Bar & Grill Silver Creek MN 07/2020 Present
Howard Lake - Waverly - Winsted School District Howard Lake MN 09/2020 07/2022
Annandale School District Annandale MN 12/2020 03/2021
Shear Style Hair & Spa Annandale MN 05/2013 03/2020
Gym Bin Bemidji MN 10/2016 09/2019
Bemidji State University Bemidji MN 10/2019 01/2020
Target Monticello MN 04/2020 07/2020
Valic Financial Advisor,Inc Edina MN 09/2024 Present
Agia Houston TX 11/2024 Present
  • 09/2022 → Present
    Kimball School District
    Kimball, MN
  • 07/2020 → Present
    Up The Creek Bar & Grill
    Silver Creek, MN
  • 09/2020 → 07/2022
    Howard Lake - Waverly - Winsted School District
    Howard Lake, MN
  • 12/2020 → 03/2021
    Annandale School District
    Annandale, MN
  • 05/2013 → 03/2020
    Shear Style Hair & Spa
    Annandale, MN
  • 10/2016 → 09/2019
    Gym Bin
    Bemidji, MN
  • 10/2019 → 01/2020
    Bemidji State University
    Bemidji, MN
  • 04/2020 → 07/2020
    Target
    Monticello, MN
  • 09/2024 → Present
    Valic Financial Advisor,Inc
    Edina, MN
  • 11/2024 → Present
    Agia
    Houston, TX
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
  • S66 Uniform Combined State Law Examination
    2025-05-28
Other Names
  • Kendra Rose Norgren
  • Kendra Kotilinek

View on SEC IAPD

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