TS
Trent O. Schloneger
VALIC FINANCIAL ADVISORS
Greensboro, NC 27409
Some features on this profile are disabled
CRD#: 4318377
TS
Professional summary
Trent Olean Schloneger, CFP® is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Greensboro, North Carolina.
Trent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Trent has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
COLONIAL TITLE AGENCY, LLC. 4850 HIGBEE AVE NW, CANTON, OHIO 44718. NON IVESTMENT RELATED, COMMENCED THIS ACTIVITY ON 6/1/2008. GENERAL PARTNER WITH NO DAY TO DAY DUTIES OTHER THAN AN OWNER. ON OFF HOURS I DISCUSS OPERATIONAL ISSUES WITH MY SISTER. 0% HOURS/MONTH IS DEVOTED TO THIS ACTIVITY DURING TRADING HOURS. I DO HAVE CHECK WRITING CAPABILITIES AND CAN RECEIVE DISCRETIONAL INCOME AS A DRAW. DAVID ZOBA - POWER OF ATTORNEY (FORMER FATHER IN LAW) ELVIN R SCHLONEGER - POWER OF ATTORNEY (FATHER) LOW COUNTRY, LLC. 20122 LAMP LIGHTERS WAY, CORNELIUS, NC 28031. START DATE: 11/01/2018. NOT INVESTMENT RELATED. 5% OF TIME SPENT ON OUTSIDE BUSINESS, NONE DURING SECURITIES TRADING HOURS. THE LLC IS FORMED TO HOLD REAL ESTATE INVESTMENTS. MY INTENSION IS TO PURCHASE A PROPERTY AND HOLD FOR RESALE. MY DUTIES WILL BE TO PROVIDE THE ASSETS TO PURCHASE AND HOLD THE PROPERTY AS AN AGENT TRIES TO SELL THE PROPERTY FOR LOW COUNTRY, LLC. MY TRUST OWNS THE LLC AND I FULLY FUND THE LLC. REBAR REALTY, LLC POSITION: MANAGING MEMBER NATURE: REAL ESTATE HOLDING COMPANY FOR A COMMERCIAL BUILDING INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2014 ADDRESS: PO BOX 1351 (20122 LAMP LIGHTERS WAY, CORNELIUS, NC 28031 United States DESCRIPTION: WILL BE COLLECTING LEASE PAYMENTS AND WORK WITH MY PROPERTY MANAGER. THIS PROPERTY IS AT 4840 HIGBEE AVE NW, CANTON, OHIO 44718-MY SISTER AND I ARE 50/50 PARTNERS AND SHE WORKS OUT OF THE BUILDING BLUE RIDGE TITLE AGENCY, LLC POSITION: MEMBER NATURE: MORTGAGE TITLE BUSINESS, PARTNERS WITH MY SISTER AND RED BALLOON, LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 4846 HIGBEE AVE NW, CANTON OH 44718, United States DESCRIPTION: I HAVE NO DUTIES OTHER THAN A PART OWNER. 25.5% IS OWNED BY ME, 25.5% IS OWNED BY MY SISTER WHO RUNS THE BUSINESS AND 49% IS OWNED BY RED BALLOON 5511 COMISKEY ALLEY, LLC POSITION: MEMBER NATURE: PURCHASING A TOWNHOUSE TO USE AS A RENTAL AND THIS IS THE HOLDING COMPANY FOR THE PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2022 ADDRESS: 5511 COMISKEY ALLEY, KANNAPOLIS NC 28081, United States DESCRIPTION: I WILL OWN THE COMPANY THAT HOLDS THE RENTAL PROPERTY. I WILL MEET WITH POTENTIAL RENTERS LOW COUNTRY, LLC POSITION: TRUSTEE NATURE: IT IS A REAL ESTATE HOLDING COMPANY THAT I WILL USE TO PURCHASE PROPERTIES. I WILL USE A REALTOR TO PURCHASE AND SELL THE PROPERTIES WITH THE ASSETS I USE TO FUND THE LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 20122 LAMP LIGHTERS WAY, CORNELIUS NC 28031, United States DESCRIPTION: I HAVE THE AUTHORITY TO MAKE DECISIONS ABOUT WHAT PROPERTIES I DECIDE TO PURCHASE. THE LLC DOES NOT CURRENTLY HAVE ANY PROPERTIES IN IT. 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, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products ELITE TITLE AGENCY, LLC POSITION: MEMBER NATURE: IT IS A MORTGAGE TITLE COMPANY THE CLOSES REAL ESTATE PROPERTY. MY SISTER AND I WILL OWN THE SAME PERCENTAGE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 4848A HIGBEE AVE NW, CANTON OH 44718, United States DESCRIPTION: I AM NOT ACTIVE IN THE BUSINESS. I AM SIMPLY AN OWNER.
CRS (Client Relationship Summary) - RIA
Click below to view Trent Olean Schloneger's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Trent Olean Schloneger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
April 9, 2003 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 7029 Albert Pick Road Suite 206, Greensboro, NC 27409RIA
BD
CRD#: 42803
Greensboro, NC
Current
December 12, 2000 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 7029 Albert Pick Road Suite 206, Greensboro, NC 27409RIA
BD
CRD#: 42803
Greensboro, NC
Past
December 12, 2000 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
BD
CRD#: 5081
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/13/2012)
IAR
Alabama(8/13/2012)
RR
California(6/20/2012)
IAR
California(6/20/2012)
RR
District of Columbia(8/7/2006)
RR
Florida(4/20/2010)
IAR
Florida(8/1/2013)
RR
Indiana(10/22/2012)
IAR
Indiana(10/22/2012)
RR
Kansas(1/17/2008)
IAR
Kansas(6/29/2012)
RR
Kentucky(5/30/2013)
IAR
Kentucky(5/30/2013)
RR
Massachusetts(6/9/2014)
IAR
Massachusetts(10/20/2014)
RR
Minnesota(8/8/2008)
IAR
Minnesota(12/4/2013)
RR
Mississippi(6/7/2018)
IAR
Mississippi(6/7/2018)
RR
Missouri(8/10/2009)
IAR
Missouri(9/8/2020)
RR
New Jersey(3/29/2017)
IAR
New Jersey(3/30/2017)
RR
North Carolina(12/18/2000)
IAR
North Carolina(4/9/2003)
RR
Ohio(8/13/2012)
IAR
Ohio(8/13/2012)
RR
Oregon(7/30/2013)
IAR
Oregon(7/30/2013)
RR
Pennsylvania(6/12/2008)
IAR
Pennsylvania(6/12/2008)
RR
South Carolina(7/14/2005)
IAR
South Carolina(4/9/2007)
RR
Tennessee(11/18/2022)
RR
Texas(3/4/2019)
IAR
Texas(3/4/2019)
RR
Virginia(2/8/2006)
IAR
Virginia(2/8/2006)
RR
West Virginia(4/20/2010)
IAR
West Virginia(8/7/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/11/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES
CRD#: 42803 / SEC#: 801-54952, 8-50018
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
2919 Allen Parkway L3-20, Houston, TX 77019
Mailing Address
2919 Allen Parkway L3-20, Houston, TX 77019-2158
Phone number
(866) 544-4968
Established
Texas since 11/18/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,633
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.
Company Information
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803Greensboro, NC 27409TRUST BUT VERIFY
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