Stephen Gregor Stark
Investment adviser representative at Valic Financial Advisors, Inc.
11 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
11 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Mar 2022 to now
- College of St. Scholastica, Upward BoundMay 2024 to Aug 2024
- UpsNov 2021 to Jan 2022
- Jason KussJul 2021 to Nov 2021
- LPL Financial LLCJul 2021 to Nov 2021
- Menard'sMar 2021 to Mar 2022
- Waddell & Reed, IncMar 2021 to Jul 2021
- UnemployedJan 2021 to Mar 2021
- UpsNov 2020 to Jan 2021
- UpsNov 2019 to Mar 2020
- U.S. Bancorp Investments, Inc.Nov 2017 to Nov 2020
- Waddell & Reed, dba S Greg Stark Services LLCAug 2017 to Nov 2017
- Various Insurance Carriers for W&r Insurance AgenciesJul 2013 to Nov 2017
- Waddell & Reed, IncFeb 2013 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 5 states (AZ, MN, ND, WA, WI).
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
- 6027694
- Firm CRD
- 42803