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Justin Richard Olewnik

Valic Financial Advisors, Inc.

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About Justin Richard Olewnik

Justin Richard Olewnik is a financial advisor with Valic Financial Advisors, Inc. Justin has been in the financial services industry since October 23, 2004. Justin is registered with the state of Connecticut as an investment advisor representative (IAR) and a broker-dealer (BD) representative. Justin is also registered with the state of Florida, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Ohio, Rhode Island, South Carolina and Vermont as an IAR and BD representative. Justin has Series 6, 7, 63 and 65 securities licenses. Justin is a specialist in retirement planning, life insurance, college savings, and mutual funds. Justin has provided financial advice to individuals, families, and businesses for over 15 years. Justin is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.

Firm Information

Justin Olewnik is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Olewnik’s Registration & Firm History

NH

06/26/2012 - Present

Valic Financial Advisors, Inc. (NASHUA NH)

CT

12/16/2010 - 06/11/2012

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

CT

12/01/2008 - 12/31/2010

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

MD

08/08/2007 - 07/31/2008

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

MA

07/07/2004 - 07/06/2007

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

NJ

01/27/2003 - 03/12/2003

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 12/09/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Justin Richard Olewnik. Review regulatory record here.
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