Russell W Pendleton

Financial advisor at Valic Financial Advisors, Inc. · Springfield, MO

Last updated 2026-10-10

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Russell W Pendleton is a financial advisor at Valic Financial Advisors, Inc. in Springfield, MO, CRD 5237978. Licenses and exams on the registration: Series 63, Series 65. First registered 2013-06-27.

Registration

CRD number
5237978
Registration status
Active
First registered
2013-06-27
Years of experience
13
States registered
AR, AZ, KS, MO, OK, OR

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2013-04 to Present · Valic Financial Advisors, Inc. · Overland Park, KS
  • 2022-12 to Present · Agia · Houston, TX

Current employment

SEC IAPD record for Russell W Pendleton

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

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

1815 South Holland, Springfield, MO 65807

8 advisors at this office.

Valic Financial Advisors office in Springfield, MO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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