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Kimberly Wilder

VALIC Financial Advisors, INC.
31 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Kimberly Wilder is a registered investment advisor at VALIC Financial Advisors, INC., based in Austin, TX, with 31 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.

  • One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
  • Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
  • Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

3737 Executive Center Drive, Suite 111, Austin, TX, 78731

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History

Regulatory History (1)
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Judgment / Lien
September 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kimberly is involved in several business activities, including managing rental properties, consulting for a fitness business, and managing a ranch. She also sells non-securities insurance products for AGIA, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
September 2015 - Present · 11 yrs 1 mo
VALIC Financial Advisors, INC.
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
VALIC Financial Advisors, INC.Broker
April 2012 - March 2014 · 1 yr 11 mos
VALIC Financial Advisors, INC.
April 2012 - March 2014 · 1 yr 11 mos
Farmers Financial Solutions, LLCBroker
November 2010 - April 2012 · 1 yr 5 mos
LPL Financial Corporation
February 2010 - July 2010 · 5 mos
LPL Financial CorporationBroker
February 2010 - July 2010 · 5 mos
Nationwide Investment Advisors, LLC
December 2006 - January 2010 · 3 yrs 1 mo
Nationwide Investment Services CorporationBroker
August 2004 - January 2010 · 5 yrs 5 mos
Ameritas Investment CORP.Broker
September 2002 - July 2003 · 10 mos
Metlife Securities INC.Broker
March 1999 - July 2002 · 3 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
March 1999 - July 2002 · 3 yrs 4 mos
Security First Financial, INC.Broker
December 1991 - April 1999 · 7 yrs 4 mos
State Registrations3 states
CONCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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