user avatar

Kenneth Albert Johantges

Advisor at Valic Financial Advisors — Versailles, IN

Updated today

Credentials

Series 63, Series 65

Experience

18 years

Location

Versailles, IN

Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Total advisors

1,258

Across 281 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

Kenneth Johantges is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent for AGIA, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Client services

Based on Valic Financial Advisors

Financial planning Portfolio management Selection of other advisers Recommend wrap accounts to clients

Expertise

Based on Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services available on a flat fee basis (specific amounts not stated)

Percentage

$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee

Commissions

Broker-dealer commissions available separately for brokerage accounts

Project-based

Financial planning and consulting services offered on hourly basis (specific rates not stated)

Subscriptions

Subscription basis financial planning available (specific amounts not stated)

Other

Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services

Location

See office

Versailles, IN

Versailles IN

Advisors at this office

1

Most active in

Indiana · Kentucky · Louisiana · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

Work history

18 years of industry experience

Agia

2022 - Present • 4 years

Houston, TX

Valic Financial Advisors

2011 - Present • 15 years

Columbus, OH

Waddell & Reed

2007 - 2009 • 2 years

West Chester, OH

Securities America Advisors, Inc.

2006 - 2007 • 1 year

Milford, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)