Unclaimed Profile

Karen Elizabeth Hanks

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Series 99TOClean record19 years registeredUSAA INVESTMENT SERVICES COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2883762Firm CRD# 5475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Elizabeth Hanks · SAN ANTONIO, TX

Registration

CRD #2883762 · USAA INVESTMENT SERVICES COMPANY · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

Jan 2018 – Jul 2020

Phoenix, AZ

USAA FINANCIAL PLANNING SERVICES

Aug 2013 – Jan 2018

PHOENIX, AZ

CHARLES SCHWAB & CO., INC.

Feb 2007 – Jul 2013

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · February 14, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USAA INVESTMENT SERVICES COMPANY

CRD 5475 · SEC 801-126328

Employees

154

Total firm employees

Services offered by USAA INVESTMENT SERVICES COMPANY

Per Form ADV

Financial planning

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at USAA INVESTMENT SERVICES COMPANY →

Introduction

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Frequently Asked Questions

What services does Karen Elizabeth Hanks offer?

Karen Elizabeth Hanks specializes in Financial Planning.

What are Karen Elizabeth Hanks's credentials?

Karen Elizabeth Hanks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Elizabeth Hanks located?

Karen Elizabeth Hanks is based in SAN ANTONIO, Texas, last registered with USAA INVESTMENT SERVICES COMPANY.

How does Karen Elizabeth Hanks charge for services?

Karen Elizabeth Hanks's firm is compensated through other: referral fees pursuant to a referral agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is USAA INVESTMENT SERVICES COMPANY?

USAA INVESTMENT SERVICES COMPANY has approximately 154 employees. The firm is registered with the SEC as an investment adviser.

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