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Eric Michael Kellar

Investment adviser representative at Valic Financial Advisors, Inc.
17 yearsExperience
3 statesRegistered in
$29.2BFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Valic Financial Advisors, Inc.Apr 2026 to now
  2. Allsourcepps, Inc.Jun 2024 to Apr 2026
  3. Norc At the University of ChicagoDec 2023 to Oct 2025
  4. Integrated Resources, Inc.Aug 2023 to Jul 2024
  5. UnemployedJul 2023 to Aug 2023
  6. International Assets Advisory, LLCJun 2022 to Jul 2023
  7. Independent ContractorOct 2021 to Jun 2022
  8. Colorado Financial Service CorporationNov 2020 to Oct 2021
  9. Bv SecuritiesOct 2020 to Oct 2020
  10. EfinancialMay 2019 to Mar 2022
  11. Maplebear, Inc.Dec 2018 to May 2019
  12. Leader Capital CorpSep 2018 to Dec 2018
  13. UnemployedJul 2018 to Sep 2018
  14. Foreside Fund Services, LLCJan 2017 to Jul 2018
  15. Northern Lights Distributors, LLCFeb 2011 to Dec 2016
  16. Wellesley Investment Advisors, Inc.Oct 2009 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001
  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 3 states (MA, NH, VT).

Valic Financial Advisors, Inc.

$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2941188
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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