Kate Cleveland
Investment adviser representative at Valic Financial Advisors, Inc.
8 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
8 years in the industry.
- AgiaSep 2024 to now
- Valic Financial Advisors, Inc.Sep 2024 to now
- Crumbl- WoodlandsJun 2024 to Sep 2024
- Pappasito's CantinaJun 2023 to Jan 2024
- Crumbl- College StationFeb 2022 to May 2024
- Texas A&m UniversityAug 2021 to May 2024
- Texas A&m University- Corpus ChristiAug 2020 to May 2021
- Orange Leaf Frozen YogurtJun 2019 to Mar 2020
- Topscore Sports PhotographyMar 2018 to Mar 2020
- Incarnate Word AcademyAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7989893
- Firm CRD
- 42803