Steven C Valline
Investment adviser representative at Valic Financial Advisors, Inc.
18 yearsExperience
6 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
18 years in the industry.
- AgiaJun 2025 to now
- Valic Financial Advisors, Inc.Jun 2025 to now
- Johnston Community School DistrictNov 2024 to now
- UnemployedMar 2025 to Jun 2025
- Thrasher Inc.Jul 2024 to Mar 2025
- Golden Rule Plumbing, Heating & CoolingJul 2018 to Jul 2024
- PrincorDec 2011 to Jul 2018
- Principal Life Insurance CompanyJul 2007 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 6 states (FL, IA, IL, MN, MO, NE).
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
- 4383897
- Firm CRD
- 42803