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Joel A
Series 66
West Des Moines, IA
Valic Financial Advisors
Joel Andrews is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. He has less than one year of industry experience and previously worked at Universal Logistics and Schneider National Inc. Additionally, he is appointed as an agent to sell non-securities insurance products for AGIA. 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 discretionary unified managed accounts using third-party model managers, operating at scale with over 1,200 advisors managing approximately $29.2 billion.
David D
Series 66
West Des Moines, IA
Valic Financial Advisors
David Dykstra is a financial advisor with Valic Financial Advisors in West Des Moines, IA, holding a Series 66 credential and 25 years of industry experience. He has been with Valic Financial Advisors since 2013 and also serves as a board member for the Theodore Roosevelt High School Foundation, which supports educational and community initiatives in the Roosevelt neighborhood. Additionally, he is a notary public and an agent for Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account services through a large network of advisors. The firm manages significant assets using centralized technology and model solutions within a combined adviser and broker-dealer structure.
Shawn M
Series 66
West Des Moines, IA
Valic Financial Advisors
Shawn Monahan is a financial advisor with Valic Financial Advisors in West Des Moines, IA, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked for John Deere for nine years. He also serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 and operating with over 1,200 advisors nationwide.
Steven V
Series 66, Series 63
West Des Moines, IA
Valic Financial Advisors
Steven Valline is a financial advisor with Valic Financial Advisors in West Des Moines, IA, holding Series 66 and Series 63 credentials and 11 years of industry experience. His prior roles include positions at Princor and Principal Life Insurance Company. He also serves as an assistant basketball coach for the Johnston Community School District. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and integrates tax-aware and impact overlays for taxable equity sleeves.
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