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John Engelbert

Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
3 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

12 years in the industry.

  1. AgiaDec 2024 to now
  2. Valic Financial Advisors, Inc.Jul 2024 to now
  3. Enterprise MobilityJul 2023 to Jul 2024
  4. H&r BlockNov 2022 to Apr 2023
  5. UnemployedMay 2022 to Nov 2022
  6. P&p LiqoursMay 2021 to May 2022
  7. The College of New JerseyAug 2019 to May 2021
  8. Soulshine Garden & Home LLCMay 2019 to Aug 2019
  9. The College of New JerseyAug 2018 to May 2019
  10. Arctic Freeze CreameryApr 2017 to Aug 2018
  11. UnemployedJun 2014 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 3 states (DE, NJ, PA).

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
7944167
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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