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Nicholas D

Series 66

Johnson City, NY

Valic Financial Advisors

Nicholas Dexheimer is a financial advisor at Valic Financial Advisors with a Series 66 designation and two years of industry experience. He has held various roles including positions at Rockbridge Investment Management and Valic Financial Advisors, alongside multiple delivery driver roles with companies such as DoorDash, GrubHub, and UberEats. Dexheimer is also appointed as an agent to sell non-securities insurance products for Agia. 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-developed UMA models and providing options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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