Stephen Heiden
Investment adviser representative at Valic Financial Advisors, Inc.
17 yearsExperience
5 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.
- Valic Financial Advisors, Inc.Jan 2025 to now
- AgiaJan 2025 to now
- Valic Financial Advosor,incJan 2025 to now
- Allstate Insurance CompanySep 2024 to Jan 2025
- UberJul 2024 to Sep 2024
- UnemployedApr 2024 to Sep 2024
- Severin InvestmentsNov 2023 to Apr 2024
- TD Bank N.A.May 2023 to Nov 2023
- TD Private Client Wealth LLCMay 2023 to Nov 2023
- Morgan StanleyNov 2020 to May 2023
- Select Quote SeniorAug 2020 to Nov 2020
- Independent Contractor (healthmarkets)Feb 2020 to Jul 2020
- Pruco Securities, LLCDec 2019 to Mar 2020
- The Prudential Insurance Company of AmericaDec 2019 to Mar 2020
- UnemployedMay 2019 to Dec 2019
- U.S. Bancorp Investments, Inc.Oct 2017 to May 2019
- Valic Financial Advisors, Inc.Aug 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, NV, OR, WA).
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
- 5278114
- Firm CRD
- 42803