Carl Thomas Ohlenbusch

USAA Investment Services Company

24 Years of Experience

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Firm Information

USAA Investment Services Company

Compensation

N/A

Number of Advisors

88 advisors

Number of Clients

2,080 clients

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

ISCO does not charge fees for producing a Retirement Income Strategy Report (RIS) or for referral services. Fees prospective investors may pay at Schwab are disclosed separately by Schwab.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

Dallas, TX

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Carl is the President and Treasurer of Coker Cemetery Association, a non-profit cemetery company, dedicating minimal time to it. He is also a Manager at Marmon Management, LLC, which manages land owned by Marmon Family Properties, spending minimal time on this activity as well.