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Kathryn Wise

Valic Financial Advisors, Inc.

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About Kathryn Wise

Kathryn Wise is a financial advisor registered in the state of Georgia with Valic Financial Advisors, Inc. Kathryn Wise has been in the financial services industry since April 2003. Prior to joining Valic Financial Advisors, Inc., Kathryn Wise was employed by CUSO FINANCIAL SERVICES, L.P., PRINCOR FINANCIAL SERVICES CORPORATION and PRINCIPAL FUNDS DISTRIBUTOR, INC. Kathryn Wise holds Series 6, 7, 63, 66 and SIE licenses.

Firm Information

Kathryn Wise 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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Kathryn Wise’s Registration & Firm History

GA

09/14/2022 - Present

Valic Financial Advisors, Inc. (SAVANNAH GA)

GA

08/13/2012 - 03/31/2021

CUSO FINANCIAL SERVICES, L.P. (SAVANNAH GA)

PA

04/30/2004 - 08/06/2012

PRINCOR FINANCIAL SERVICES CORPORATION (KING OF PRUSSIA PA)

IA

10/11/2007 - 09/23/2008

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

DE

12/10/2001 - 04/05/2004

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

BOTH

Issued 10/10/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn Wise.
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