Casey Lane Skrabanek
Investment adviser representative at Valic Financial Advisors, Inc.
13 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
13 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Feb 2018 to now
- Revolution MortgageApr 2021 to Feb 2024
- UnemployedDec 2017 to Feb 2018
- Full-time EducationApr 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 6 states (FL, LA, NC, OK, TX, 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
- 6903293
- Firm CRD
- 42803