Unclaimed Profile

Rose Marie Urbanczyk

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

Series 27Clean recordUSAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 1269287Firm CRD# 106352

Profile Verification

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

Identity

Rose Marie Urbanczyk · SAN ANTONIO, TX

Registration

CRD #1269287 · USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 27

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 Rose Marie Urbanczyk offer?

Rose Marie Urbanczyk specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Rose Marie Urbanczyk's credentials?

Rose Marie Urbanczyk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rose Marie Urbanczyk located?

Rose Marie Urbanczyk 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 Rose Marie Urbanczyk charge for services?

Rose Marie Urbanczyk'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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