Unclaimed Profile

Larry Wayne Rosenberger

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.·SAN ANTONIO, Texas

SIE, Series 4, Series 7, Series 24, Series 31, Series 53, Series 63, Series 65CFPClean record26 years registeredUSAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 1602233Firm CRD# 106352

Profile Verification

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

Identity

Larry Wayne Rosenberger · SAN ANTONIO, TX

Registration

CRD #1602233 · USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

USAA FINANCIAL PLANNING SERVICES

Jul 2011 – May 2017

SAN ANTONIO, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Mar 2011

CHARLOTTE, NC

BANC OF AMERICA INVESTMENT SERVICES, INC.

Feb 2000 – Oct 2009

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 53

Series 63

Series 65

Registration record

First registered · February 10, 2000

Years registered · 26

Professional designation · CFP

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 FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

CRD 106352 · SEC 801-53347

Employees

9,427

Total firm employees

Services offered by USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

Per Form ADV

Financial planning

Charitable organization or education services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. →

Introduction

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Frequently Asked Questions

What services does Larry Wayne Rosenberger offer?

Larry Wayne Rosenberger specializes in Financial Planning.

What are Larry Wayne Rosenberger's credentials?

Larry Wayne Rosenberger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Larry Wayne Rosenberger located?

Larry Wayne Rosenberger is based in SAN ANTONIO, Texas, last registered with USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC..

How does Larry Wayne Rosenberger charge for services?

Larry Wayne Rosenberger'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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