Kendra Rose Kotilinek
Investment adviser representative at Valic Financial Advisors, Inc.
13 yearsExperience
2 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.
- Valic Financial Advisors, Inc.Aug 2025 to now
- AgiaNov 2024 to now
- Valic Financial Advisor,incSep 2024 to now
- Kimball School DistrictSep 2022 to now
- Up the Creek Bar & GrillJul 2020 to now
- Annandale School DistrictDec 2020 to Mar 2021
- Howard Lake - Waverly - Winsted School DistrictSep 2020 to Jul 2022
- TargetApr 2020 to Jul 2020
- Bemidji State UniversityOct 2019 to Jan 2020
- Gym BinOct 2016 to Sep 2019
- Shear Style Hair & SpaMay 2013 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, SD).
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
- 7962432
- Firm CRD
- 42803