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Jacob P

Series 66

Negaunee, MI

Valic Financial Advisors

Jacob Paupore is a financial advisor with Valic Financial Advisors in Negaunee, MI, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2022 and is also appointed as an agent to sell non-securities insurance products for AGIA. Prior to this, he spent several years associated with Northern Michigan University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts with third-party model managers and overlay options.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Wolfgang L

Series 66

Negaunee, MI

Valic Financial Advisors

Wolfgang Lohrer is a financial advisor at Valic Financial Advisors with a Series 66 designation and three years of industry experience. His work history includes roles at AGIA and Moneyboots Capital, as well as experience in real estate and construction sectors. He is a licensed notary, though he has not used this certification for compensation. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm emphasizes discretionary unified managed accounts and integrates technology and model solutions to serve a broad client base through over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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