USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

USAA FINANCIAL PLANNING SERVICES
SAN ANTONIO, Texas·7 registered advisors·CRD# 106352
SEC# 801-53347800-531-USAA
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
9427
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Charitable organization or education services
Compensation
Other: USAA FPS CURRENTLY DOES NOT CHARGE FOR ADVISORY SERVICES
03

Specialties

Financial Planning
04

Advisors at USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

7 registered advisors
Jason Wayde Dudley
SAN ANTONIO, Texas
John Norman Pawloski
SAN ANTONIO, Texas
Larry Wayne Rosenberger
SAN ANTONIO, Texas
CFP
Lisa Cobb Alexander
SAN ANTONIO, Texas
Rose Marie Urbanczyk
SAN ANTONIO, Texas
Scott George Allison
SAN ANTONIO, Texas
CFP
Stuart Barry Parker
SAN ANTONIO, Texas
05

Office Locations

SAN ANTONIO, Texas
7 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. (CRD# 106352) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.