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Valic Financial Advisors, Inc. CRD 42803
$29.2B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-07-20 |
| MN | RA | APPROVED | 2025-08-08 |
Branch Locations
7650 Edinborough Way Suite 320, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
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