Unclaimed Profile

Terri Lynn Luensmann

USAA INVESTMENT MANAGEMENT COMPANY·SAN ANTONIO, Texas

SIE, Series 7, Series 24, Series 27Clean recordUSAA INVESTMENT MANAGEMENT COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 1129598Firm CRD# 5475

Profile Verification

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

Identity

Terri Lynn Luensmann · SAN ANTONIO, TX

Registration

CRD #1129598 · USAA INVESTMENT MANAGEMENT COMPANY

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

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 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 Terri Lynn Luensmann offer?

Terri Lynn Luensmann specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Terri Lynn Luensmann's credentials?

Terri Lynn Luensmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terri Lynn Luensmann located?

Terri Lynn Luensmann is based in SAN ANTONIO, Texas, working with USAA INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Terri Lynn Luensmann charge for services?

Terri Lynn Luensmann'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 MANAGEMENT COMPANY?

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

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