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Kimberly Shannon Wilder

Valic Financial Advisors, Inc.

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About Kimberly Shannon Wilder

Kimberly Wilder is a financial advisor with Valic Financial Advisors, Inc. She has been in the industry since 1995 and is registered with the state of Texas. Kimberly holds a Series 6, 7 and 66 licenses and is dedicated to providing personalized financial planning and portfolio management services to individuals and businesses. Kimberly's experience and knowledge make her a valuable resource for clients seeking to achieve their financial goals.

Firm Information

Kimberly Wilder 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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Kimberly Wilder’s Registration & Firm History

TX

08/27/2015 - Present

Valic Financial Advisors, Inc. (AUSTIN TX)

TX

04/24/2012 - 03/19/2014

VALIC FINANCIAL ADVISORS, INC. (PLANO TX)

TX

11/22/2010 - 04/23/2012

FARMERS FINANCIAL SOLUTIONS, LLC (AUSTIN TX)

TX

02/04/2010 - 07/26/2010

LPL FINANCIAL CORPORATION (AUSTIN TX)

OH

08/27/2004 - 01/14/2010

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

NE

09/25/2002 - 07/25/2003

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MA

03/26/1999 - 07/09/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

03/26/1999 - 07/09/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

12/19/1991 - 04/06/1999

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 11/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/17/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kimberly Shannon Wilder. Review regulatory record here.
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