Investment adviser · CRD 106352

USAA FINANCIAL PLANNING SERVICES

Investment adviser filing (IA)

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

SAN ANTONIO, TX, United States · Form ADV filed Aug 7, 2017

Employees
9,427
Reported in this filing
Advisory professionals
23
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 7, 2017. View historical filings

Reported services

Financial planning · Educational seminars

Compensation

Not reported in these imported fields

Principal office

9800 FREDERICKSBURG ROAD
SAN ANTONIO, TX, 78288-0227, United States

CRD 106352

Filing source

Form ADV 1130221 · Aug 7, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.