Wolfgang D Lohrer
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
7 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
10 years in the industry.
- AgiaMay 2023 to now
- Valic Financial Advisors, Inc.Sep 2022 to now
- Moneyboots CapitalMay 2022 to Jul 2022
- Avenue Group Real EstateJan 2020 to Jul 2022
- Tms ConstructionAug 2018 to Jan 2020
- Aaron Wolf Research AssociatesMay 2017 to Nov 2019
- Full Time StudentMay 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 7 states (IL, IN, MI, MT, OH, OR, 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
- 6575892
- Firm CRD
- 42803