Unclaimed Profile

Bruce Hagemann

VALIC FINANCIAL ADVISORS, INC.·HOUSTON, Texas

SIE, Series 4, Series 6, Series 7, Series 24, Series 26, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record24 years registeredVALIC FINANCIAL ADVISORS, INC.

2929 ALLEN PKWY; L7-20, HOUSTON, TX 77019CRD# 1922613Firm CRD# 42803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Hagemann · HOUSTON, TX

Registration

CRD #1922613 · VALIC FINANCIAL ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

Mar 2024 – Nov 2024

HOUSTON, TX

PNC MANAGED ACCOUNT SOLUTIONS, INC.

Oct 2010 – Nov 2021

DALLAS, TX

ST JOHNS WEALTH MANAGEMENT

Jul 2010 – Oct 2010

RICHARDSON, TX

BBVA COMPASS INVESTMENT SOLUTIONS, INC.

Jul 2002 – Mar 2010

RICHARDSON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 26

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · July 19, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALIC FINANCIAL ADVISORS, INC.

CRD 42803 · SEC 801-54952

AUM

$25.2B

Regulatory assets under management

Employees

1,713

302,501 client accounts

Services offered by VALIC FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALIC FINANCIAL ADVISORS, INC. →

Introduction

Speak with Bruce

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bruce is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bruce Hagemann offer?

Bruce Hagemann specializes in Financial Planning, Investment Management.

What are Bruce Hagemann's credentials?

Bruce Hagemann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Hagemann located?

Bruce Hagemann is based in HOUSTON, Texas, last registered with VALIC FINANCIAL ADVISORS, INC..

How does Bruce Hagemann charge for services?

Bruce Hagemann's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALIC FINANCIAL ADVISORS, INC.?

VALIC FINANCIAL ADVISORS, INC. has approximately 1713 employees and manages $25.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →