St. Louis, MO Office

Team
Updated today
Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Firm-wide stats for Valic Financial Advisors

Total advisors

1,262

Across 282 offices

Clients per advisor

232 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and a FINRA-member broker‑dealer that 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 multiple wrap programs (including the MIP UMA Program), portfolio management, and financial planning and consulting services through a large network of investment advisor representatives.

The firm implements discretionary unified managed accounts using Envestnet’s platform and third‑party UMA model managers, and it offers optional Overlay Services (tax‑aware and impact/ESG overlays) for taxable equity sleeves. IARs work with clients on risk questionnaires, proposals, and a Statement of Investment Selection to establish guidelines, and they must meet firm licensing and training requirements while operating within the firm’s supervisory framework.

Compared with many peers, VFA operates at scale — managing roughly $29.2 billion and serving close to 300,000 clients through more than 1,200 advisors — which corresponds to an unusually high client count per advisor and a heavier reliance on centralized technology and model solutions. The firm’s combined adviser and broker‑dealer structure, its affiliation with Corebridge/VALIC (including access to annuity and mutual fund products), and the regulatory disclosures and settlements noted in its brochure are further distinguishing features that affect its product shelf, compensation dynamics, and oversight practices.

Based on Valic Financial Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Based on Valic Financial Advisors

Location

12312 Olive Boulevard, Suite 265

St. Louis MO 63141

Advisors at this office

7

Advisors at this office

user avatar

David E

Series 63, Series 66

St. Louis, MO

Valic Financial Advisors

David Ernst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His previous roles include positions at Agia, Prudential Insurance Company of America, Pruco Securities LLC, and TIAA. Outside of advisory work, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Jack Y

CFP®, Series 63, Series 65

St. Louis, MO

Valic Financial Advisors

Jack Yale is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Valic Financial Advisors and also serves as an agent selling non-securities insurance products for Agia. His prior experience includes roles at The Vanguard Group, Inc. and TIAA-CREF. 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 supported by Envestnet’s UMA models and operates at a large scale with over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Shane H

Series 63, Series 65

St. Louis, MO

Valic Financial Advisors

Shane Hurst is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2009 and previously worked at Agia. Hurst receives trail income from past insurance business but does not write new insurance policies. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs through a large network of advisors. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and supports its advisors with centralized technology and compliance frameworks.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Robert P

Series 65, Series 63

St. Louis, MO

Valic Financial Advisors

Robert Palmer is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments. Outside of his advisory role, he assists with the operation of a small family hay farm and market garden on weekends. 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 programs through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Jerame B

Series 66, Series 63

St. Louis, MO

Valic Financial Advisors

Jerame Braasch is a financial advisor with Valic Financial Advisors in St. Louis, MO, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Citigroup for five years and has held roles in the food service industry. He is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts supported by technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Johnathon W

Series 66

St. Louis, MO

Valic Financial Advisors

Johnathon Wishnask is a Series 66-licensed financial advisor with Valic Financial Advisors in St. Louis, MO, and has four years of industry experience. His prior work includes roles at Ameristar Casino Resort and Spa and Northwestern Mutual. Outside of advising, he holds an insurance agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves 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 and financial planning services through a large network of advisors, utilizing unified managed accounts and centralized technology.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Andrew M

Series 63, Series 65

St. Louis, MO

Valic Financial Advisors

Andrew Mcginnis is a financial advisor at VALIC Financial Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2013 and Agia since 2022. He serves as a board member for Connect Community Church, where he is involved in service planning and organizational direction. 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 optional tax and ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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