Matthew J. Michalak
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$29.2BFirm assets
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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.
- Valic Financial Advisors, Inc.Dec 2025 to now
- DoordashNov 2025 to now
- UnemployedJul 2025 to Nov 2025
- Northrock Partners LLCSep 2021 to Jul 2025
- J.P. Morgan Securities, LLCJun 2018 to Sep 2021
- JPMorgan Chase Bank, N.A.Jun 2018 to Sep 2021
- UnemployedNov 2017 to Jun 2018
- Avkare IncSep 2017 to Nov 2017
- Edward JonesJul 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 5 states (AZ, CO, FL, TX, UT).
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
- 6679103
- Firm CRD
- 42803