Kailey S Fretwell
Investment adviser representative at Valic Financial Advisors, Inc.
24 yearsExperience
1 stateRegistered 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
24 years in the industry.
- Valic Financial Advisors, Inc.Apr 2025 to now
- AgiaSep 2024 to now
- Valic Fianncial Advisors, Inc.Feb 2024 to now
- UnemployedSep 2023 to Feb 2024
- Morgan StanleyJun 2023 to Aug 2023
- UnemployedFeb 2020 to May 2023
- Pivot Physical TherapyAug 2019 to Jan 2020
- UnemployedOct 2018 to Jul 2019
- Drd Pool ManagementMay 2018 to Sep 2018
- UnemployedMay 2002 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7718336
- Firm CRD
- 42803