Usaa Financial Planning Services

Usaa Financial Planning Services (CRD# 106352) is a financial advisory firm headquartered in San Antonio, TX. They serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Usaa Financial Planning Services
Showing 1 - 10 of 1,379 top financial advisors.
1
Richard R. Acuna
CRD#: 2813426
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Richard Acuna (CRD# 2813426) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 20 years of experience in the finance industry. Richard Acuna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ferris S. Ahn
CRD#: 2645211
8065 Leesburg Pike Suite 120, Vienna, VA 22182
96
Wealthminder
score

Ferris Ahn (CRD# 2645211) is an Investment Advisor Representative working at Usaa Financial Planning Services in Vienna, VA and has over 21 years of experience in the finance industry. Ferris Ahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel M. Alivernini
CRD#: 5485838
1650 Market Street Suite 3600, Philadelphia, PA 19103
96
Wealthminder
score

Daniel Alivernini (CRD# 5485838) is an Investment Advisor Representative working at Usaa Financial Planning Services in Philadelphia, PA and has over 8 years of experience in the finance industry. Daniel Alivernini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Tarun P. Anand
CRD#: 5430885
2 Addison Circle, 15725 N. Dallas Parkway, Addison, TX 75001
96
Wealthminder
score

Tarun Anand (CRD# 5430885) is an Investment Advisor Representative working at Usaa Financial Planning Services in Addison, TX and has over 8 years of experience in the finance industry. Tarun Anand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jay R. Anderson
CRD#: 2267037
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Jay Anderson (CRD# 2267037) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 24 years of experience in the finance industry. Jay Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kurt A. Anderson
CRD#: 2241839
17200 Commerce Park Blvd, Tampa, FL 33647
96
Wealthminder
score

Kurt Anderson (CRD# 2241839) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 22 years of experience in the finance industry. Kurt Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Michael E. Andrews
CRD#: 2903779
1650 Market Street Suite 3600, Philadelphia, PA 19103
96
Wealthminder
score

Michael Andrews (CRD# 2903779) is an Investment Advisor Representative working at Usaa Financial Planning Services in Philadelphia, PA and has over 19 years of experience in the finance industry. Michael Andrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jordan B. Arave
CRD#: 5164729
555 North Point Center E, 4th Floor, Alpharetta, GA 30022
96
Wealthminder
score

Jordan Arave (CRD# 5164729) is an Investment Advisor Representative working at Usaa Financial Planning Services in Alpharetta, GA and has over 9 years of experience in the finance industry. Jordan Arave has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brad L. Atkison
CRD#: 2506745
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Brad Atkison (CRD# 2506745) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 22 years of experience in the finance industry. Brad Atkison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Rick A. Baray
CRD#: 5719813
230 Park Avenue 10th Floor, New York, NY 10169
96
Wealthminder
score

Rick Baray (CRD# 5719813) is an Investment Advisor Representative working at Usaa Financial Planning Services in New York, NY and has over 7 years of experience in the finance industry. Rick Baray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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