USAA Investment Services Company

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View SEC Summary

Assets Under Management

N/A

Number of Clients

2,080

Number of Advisors

88

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

N/A

About This Firm

USAA Investment Services Company (ISCO) refers prospective investors to Charles Schwab & Co., Inc. ISCO provides advice on saving for retirement and retirement income through Retirement Income Strategy Reports (RIS). ISCO representatives may also discuss and offer annuities and life insurance as insurance agents.

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.

View Full Brochure on SEC
Areas of Practice
Retirement Planning
Location

9800 Fredericksburg Road, San Antonio, TX, 78288-0227

88 Advisors at this firm

AK
Amber Mari Keens-Dumas
AG
Anthony M Garcia
AM
Antonio Medrano
AS
April Jean Semones
AC
Armando Castillo
AB
Aubrey Lawrence Bordovsky
BR
Benito Revilla
BT
Benjamin Pierce Teague
BW
Bobi Renee Williams
BC
CFP
Brandon Dane Carter
BS
ChFC
Brandon Lee Slotness
BG
Brandon Lindsey Gann
BK
ChFC
Brett Steffan Kalbfleisch
BB
CFP
Brian Sean Brady
CO
Carl Thomas Ohlenbusch
CL
Catherine Anne Lopez
CL
Charles E Levinus
CW
CFP
Cheryl Louise Wilson
CC
Christine Syrena Castillo
CS
Christopher Andrew Stokes
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