Robert Sorensen
Investment adviser representative at Valic Financial Advisors, Inc.
8 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
8 years in the industry.
- AgiaJul 2023 to now
- Valic Financial Advisors, Inc.Jul 2023 to now
- Anthem Blue Cross/ Blue ShieldApr 2023 to Jun 2023
- Allstate Insurance CompanyNov 2017 to Jun 2023
- Bankers Life & CasualtySep 2017 to Oct 2017
- Stifel Nicolaus & Co IncJun 2017 to Aug 2017
- Valic Financial Advisors, Inc.May 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, NC, NV, OR, SD).
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
- 5910732
- Firm CRD
- 42803