Tawnya Sokolik, financial advisor Colorado Springs CO
90 score

Tawnya Sokolik

CRD Number: 6072529
Current Firm: Usaa Financial Planning Services

Tawnya Sokolik (CRD# 6072529) is an Investment Advisor Representative working at Usaa Financial Planning Services in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Colorado Springs, CO Apr 2013 - Current 3
Usaa Financial Advisors Inc. Colorado Springs, CO Jun 2012 - Current 4
Usaa Life Insurance Company Colorado Springs, CO Jun 2012 - Apr 2013 < 1
Usaa Fsb Colorado Springs, CO Jul 2010 - Jul 2012 2
Colo Spgs School Dist 11 Transportation Colorado Springs, CO Jul 2009 - Jun 2010 < 1
Pulpit Rock Church Nursery Colorado Springs, CO Sep 2007 - Sep 2009 2
Coldwell Banker Residential Brokerage Colorado Springs, CO Sep 2003 - Aug 2009 5
Safety Manuals / Self-employment Colorado Springs, CO Apr 2001 - Jun 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Tawnya C. Sokolik
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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