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Richard F. Disberger

Valic Financial Advisors, Inc.

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About Richard F. Disberger

Richard Disberger is a financial advisor with Valic Financial Advisors, Inc. Richard has been in the industry for 30 years. Richard's firm has offices in Overland Park, KS. Richard offers financial planning and portfolio management services to individuals and other investment advisers. Richard has experience in recommending wrap accounts to clients. Richard is registered in 10 states.

Firm Information

Richard Disberger 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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Richard Disberger’s Registration & Firm History

KS

10/17/2019 - Present

Valic Financial Advisors, Inc. (OVERLAND PARK KS)

CO

08/27/2007 - 01/26/2010

SAGEPOINT FINANCIAL, INC. (BOULDER CO)

CO

03/11/2005 - 09/10/2007

RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)

MO

05/24/1996 - 03/18/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

06/07/1993 - 05/31/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

IA

02/11/1993 - 02/25/1993

DICKINSON & CO. (DES MOINES IA)

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Licenses & Designations

IA

Issued 06/09/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/1994

Series 31 - Futures Managed Funds Examination

BC

Issued 02/08/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Richard F. Disberger. Review regulatory record here.
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