Catherine Harstick
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$29.2BFirm assets
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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
10 years in the industry.
- Valic Financial Advisors, Inc.Dec 2024 to now
- AgiaDec 2024 to now
- Compass Retirement Group LLCApr 2024 to Dec 2024
- Missionsquare Investment ServicesJun 2023 to Apr 2024
- Missionsquare RetirementJun 2023 to Apr 2024
- CitigroupJan 2023 to Jun 2023
- UnemployedSep 2022 to Jan 2023
- Valic Financial Advisors, Inc.Sep 2014 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 6 states (FL, IL, IN, MI, MO, OH).
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
- 2963873
- Firm CRD
- 42803