Robert F. Schimeneck
Professional summary
Robert Frederick Schimeneck, who also goes by Bob Schimeneck, Robert Schimeneck, is a registered financial professional currently at VALIC FINANCIAL ADVISORS, INC. located in Mount Laurel, New Jersey.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 15 firms and has passed the Series 63, Series 65, Series 22TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Frederick Schimeneck's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 2026 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 307 Fellowship Road Suite 205, Mount Laurel, NJ 08054February 13, 2024 - June 4, 2024
J. ALDEN ASSOCIATES, INC.
August 23, 2018 - February 28, 2019
DLP CAPITAL ADVISORS, LLC
February 3, 2016 - August 3, 2017
MML INVESTORS SERVICES, LLC
February 1, 2016 - August 3, 2017
MML INVESTORS SERVICES, LLC
July 15, 2015 - December 31, 2015
PACKERLAND BROKERAGE SERVICES, INC.
July 14, 2015 - December 31, 2015
PACKERLAND BROKERAGE SERVICES, INC.
December 10, 2014 - April 29, 2015
QUESTAR ASSET MANAGEMENT, INC.
December 10, 2014 - April 29, 2015
QUESTAR CAPITAL CORPORATION
June 5, 2013 - December 11, 2014
INTEGRITY ALLIANCE, LLC.
June 5, 2013 - December 11, 2014
INTEGRITY ALLIANCE, LLC.
September 27, 2012 - May 29, 2013
PARK AVENUE SECURITIES LLC
August 15, 2012 - May 29, 2013
PARK AVENUE SECURITIES LLC
March 9, 2012 - June 21, 2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
March 2, 2012 - June 21, 2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 6, 2010 - January 13, 2012
PNC WEALTH MANAGEMENT LLC
June 3, 2010 - January 13, 2012
PNC WEALTH MANAGEMENT LLC
October 15, 2007 - May 21, 2010
M&T SECURITIES, INC.
December 8, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
December 8, 2005 - September 19, 2007
MSI FINANCIAL SERVICES, INC.
November 13, 2003 - December 2, 2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
December 15, 1997 - June 10, 2003
METROPOLITAN LIFE INSURANCE COMPANY
December 15, 1997 - June 10, 2003
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803 / SEC#: 801-54952, 8-50018
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/6/2026)
Exams
Series 22TO
Date: 2/12/2024
Direct Participation Programs Representative ExaminationFINRA
Current Firm
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803 / SEC#: 801-54952, 8-50018
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | DIRECT OWNER | |
| BURNETTE, CYNTHIA LEA | CHIEF FINANCIAL OFFICER AND TREASURER | 1863103 |
| FORTEY, MICHAEL | VFA CHIEF COMPLIANCE OFFICER BROKER DEALER | 2304969 |
| GIBSON, KRISTA DE LOIS | PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES | 2348708 |
| JOE, CHRISTOPHER CHUCK | VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR | 2373056 |
| LOGAN, JOHN ALBERT | CHIEF OPERATIONS OFFICER | 4378887 |
| MARCIEL-CARR, THERESA H | VICE PRESIDENT, FIELD SUPERVISION | 5428259 |
| NORRIS, JOHN ERIK | SECRETARY | 8188573 |
| RINK, VERONICA LYNETTE | VICE PRESIDENT, BUSINESS ADMINISTRATION | 4724432 |
Regulatory assets under management
| Total Number of Accounts | 293,993 |
| AUM (Assets Under Management) | $ 26,372,603,709 |
Disclosures
| Regulatory Event | 17 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/27/2025 | ||
| 04/29/2024 | ||
| 04/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
