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Kenneth Wayne Smith

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.·SAN ANTONIO, Texas
USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.
9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 2239175Firm CRD# 106352

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Wayne Smith · SAN ANTONIO, TX
Registration
CRD #2239175 · USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kenneth Wayne Smith is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.
USAA FINANCIAL PLANNING SERVICES
AUM
Regulatory assets under management
Employees
9427
Total firm employees
Services
Financial planning
Charitable organization or education services
04

Background

Compensation
Other: USAA FPS CURRENTLY DOES NOT CHARGE FOR ADVISORY SERVICES
Regulatory
SEC/IARD CRD# 2239175
Firm CRD# 106352
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Wayne Smith offer?
Kenneth Wayne Smith specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Kenneth Wayne Smith's credentials?
Kenneth Wayne Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Wayne Smith located?
Kenneth Wayne Smith is based in SAN ANTONIO, Texas, working with USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Kenneth Wayne Smith charge for services?
Kenneth Wayne Smith's firm is compensated through other: usaa fps currently does not charge for advisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.?
USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. has approximately 9427 employees. The firm is registered with the SEC as an investment adviser.
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