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Patrick Alan Wageman

USAA ASSET MANAGEMENT COMPANY·SAN ANTONIO, Texas
SIE, Series 99Clean recordUSAA ASSET MANAGEMENT COMPANY
9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 5608696Firm CRD# 159030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Alan Wageman · SAN ANTONIO, TX
Registration
CRD #5608696 · USAA ASSET MANAGEMENT COMPANY
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
USAA ASSET MANAGEMENT COMPANY
CRD 159030 · SEC 801-72896
AUM
$148.3B
Regulatory assets under management
Employees
100
64 client accounts
Services offered by USAA ASSET MANAGEMENT COMPANY
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at USAA ASSET MANAGEMENT COMPANY →
Introduction

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Frequently Asked Questions

What services does Patrick Alan Wageman offer?
Patrick Alan Wageman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Patrick Alan Wageman's credentials?
Patrick Alan Wageman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Alan Wageman located?
Patrick Alan Wageman is based in SAN ANTONIO, Texas, working with USAA ASSET MANAGEMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Patrick Alan Wageman charge for services?
Patrick Alan Wageman's firm is compensated through percentage of aum, performance-based fees, other: at-cost reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USAA ASSET MANAGEMENT COMPANY?
USAA ASSET MANAGEMENT COMPANY has approximately 100 employees and manages $148.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Charles Brooks Englehardt
SAN ANTONIO, TX
John Charles Bonnell
SAN ANTONIO, TX
John Patrick Toohey
SAN ANTONIO, TX

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Nearby cities in Texas
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