Indianapolis, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$29,205,449,082
ClientsTotal clients
292,989
AdvisorsAdvisors at this office
2
Of 1,257 advisors across 283 offices
Location
8111 Emerson Ave
Indianapolis IN 46237
Advisors at this office
2
Advisors at this office
Jeanne L
Series 63, Series 65
Indianapolis, IN
Valic Financial Advisors
Jeanne Lowe is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has been with Valic Financial Advisors since 2012 and is also an agent with Agia, where she is involved in 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.
Alexander Y
Series 63, Series 65
Indianapolis, IN
Valic Financial Advisors
Alexander Yates is a financial advisor with Valic Financial Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Valic Financial Advisors since 2010 and has also served as an agent with Agia since 2022, focusing on 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models and maintaining approximately $26.4 billion in discretionary assets.
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