Davis & Wehrle
44yrs
Top advisor by experience in Round Rock
12yrs
Mitchell Shubert
Full name on record: Mitchell C Shubert
Financial advisor at Valic Financial Advisors
Mitchell Shubert has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Round Rock, Texas. Mitchell has been with Valic Financial Advisors since 2022. Valic Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 107 advisors with offices in Round Rock, and one of 96 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
OfficeRound Rock, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowValic Financial Advisors, Inc.Current firm
Contact Mitchell
(866) 544-4968Firm headquarters in Houston, TX. Ask for Mitchell. Round Rock, TXOffice · Get directions Firm websiteHTTP://WWW.VALIC.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Valic Financial Advisors at (866) 544-4968 and ask for Mitchell Shubert. Mitchell works from the Round Rock, TX office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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