DO
Donald E. Odendahl
VALIC FINANCIAL ADVISORS
Birmingham, AL 35243
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CRD#: 4872272
DO
Professional summary
Donald E Odendahl is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Birmingham, Alabama.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Donald has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.
HOME2SUITES COLONNADE POSITION: Front Desk Clerk NATURE: Full-service hotel. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 39210 Colonnade Parkway, Birmingham AL 35243, United States DESCRIPTION: Work at front desk of Home2Suites hotel, greeting, checking in, checking out guests. Answering phones, assisting guests with various requests, taking reservations. THORN BERRY HOA POSITION: Member Architectural Committee NATURE: Home Owners' Association Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 130 Inverness Plaza, Birmingham AL 35242, United States DESCRIPTION: Serve as board member on the architectural committee to assist in enforcing HOA covenants involving home owner's property maintenance/upkeep. Also approving requested material changes to home owner's property to comply with HOA covenants. Actively participate in timely board meetings regarding various HOA business. 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
CRS (Client Relationship Summary) - RIA
Click below to view Donald E Odendahl's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Donald E Odendahl'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®
NoneExperience
Current
November 16, 2009 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 3535 Grandview Parkway Suite 200, Birmingham, AL 35243Office #2: 3535 Grandview Parkway Suite 200, Birmingham, AL 35243Office #3: 3535 Grandview Parkway Suite 200, Birmingham, AL 35243Office #4: 315 W Hickory Street, Sylacauga, AL 35150RIA
BD
CRD#: 42803
Birmingham, AL
Current
November 3, 2009 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 3535 Grandview Parkway Suite 200, Birmingham, AL 35243Office #2: 3535 Grandview Parkway Suite 200, Birmingham, AL 35243Office #3: 3535 Grandview Parkway Suite 200, Birmingham, AL 35243Office #4: 315 W Hickory Street, Sylacauga, AL 35150RIA
BD
CRD#: 42803
Birmingham, AL
Past
July 2, 2007 - August 27, 2009
COLONIAL ASSET MANAGEMENT INC
RIA
CRD#: 108950
HUNTSVILLE, AL
Past
July 2, 2007 - August 24, 2009
COLONIAL BROKERAGE, INC.
BD
CRD#: 111668
HUNTSVILLE, AL
Past
April 11, 2007 - July 6, 2007
BBVA COMPASS INVESTMENT SOLUTIONS, INC
BD
CRD#: 17086
HUNTSVILLE, AL
Past
January 26, 2005 - September 21, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HUNTSVILLE, AL
Past
January 5, 2005 - September 21, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HUNTSVILLE, AL
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(11/3/2009)
IAR
Alabama(11/16/2009)
RR
Florida(3/24/2023)
IAR
Florida(3/27/2023)
RR
Georgia(9/24/2018)
IAR
Georgia(9/25/2018)
RR
North Carolina(2/14/2025)
IAR
North Carolina(2/17/2025)
RR
Tennessee(7/11/2011)
Exams
State Security Law Exam
General 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#: 42803Birmingham, AL 35243TRUST BUT VERIFY
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