Michael John Bokach
Financial advisor at Valic Financial Advisors, Inc. · Berkeley Heights, NJ
Last updated 2026-10-10
Claim your profileMichael John Bokach is a financial advisor at Valic Financial Advisors, Inc. in Berkeley Heights, NJ, CRD 6944263. Licenses and exams on the registration: Series 66. IAPD registration began 2018-09-24.
Registration
- CRD number
- 6944263
- Registration status
- Active
- IAPD registration
- 2018-09-24
- Industry Experience
- 8 years
- Work Experience
- 10 years
- States registered
- DE, NJ, NY, PA
Licenses and exams
- Series 66
Work history
- 2016-10 to 2018-04 · Hunterdon Central High School · Flemington, NJ
- 2016-10 to 2018-04 · 1force · Roswell, GA
- 2018-05 to Present · Valic Financial Advisors, Inc. · Berkeley Heights, NJ
- 2022-12 to Present · Agia · Houston, TX
Current employment
- Valic Financial Advisors, Inc. · Houston, TX
Valic Financial Advisors, Inc.
- Regulatory AUM
- $29,215,100,590
- Registered advisors
- 1,253
- Offices
- 301
- Clients per advisor
- 233.9 (High)
- Average AUM per client
- $99.7K (Low)
- High-net-worth client ratio
- 0.7% (Low)
Valic Financial Advisors, Inc.: advisors, services and reported ETF investments
About
Michael John Bokach is a financial advisor at Valic Financial Advisors, Inc. in Berkeley Heights, NJ. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 10 years of reported work history. Reported roles include Agia, Hunterdon Central High School, 1force.
SEC disclosures list additional business and community activities: Agia Position: Agent Nature: Null Investment Related: No Number Of Hours: 10 Securities Trading Hours: 1 Start Date: 12/17/2022 Address: 2929 Allen Parkway.
Valic Financial Advisors, Inc.'s firm-level Form ADV reports 1,253 advisors across 301 offices; approximately 233.9 clients per advisor, average assets per client of $99,701, and regulatory AUM of $29.2B; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Other Advisory Service.
What this firm offers
Filed by Valic Financial Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
300 Connell Drive, Berkeley Heights, NJ 07922
25 advisors at this office.
Contact
The firm's filed contact details.
Official record
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