Usaa Investment Management Company

Usaa Investment Management Company (CRD# 5475) is a financial advisory firm headquartered in San Antonio, TX. They manage $23,290,722,840 in 131,832 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    23,291
    MILLION
  • Total Number of Accounts
    131,832
    ACCOUNTS
  • Average Account Value
    $176,670
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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 Investment Management Company
Showing 1 - 10 of 173 top financial advisors.
1
David M. Bartoski
CRD#: 4910499
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

David Bartoski (CRD# 4910499) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 11 years of experience in the finance industry. David Bartoski 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
Vanessa L. Campos
CRD#: 2451761
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Vanessa Campos (CRD# 2451761) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 22 years of experience in the finance industry.

3
David B. Craig
CRD#: 2107751
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

David Craig (CRD# 2107751) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 25 years of experience in the finance industry.

4
Paula K. Heffron
CRD#: 4901921
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Paula Heffron (CRD# 4901921) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 11 years of experience in the finance industry. Paula Heffron 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
Andrew J. Kelch
CRD#: 4681111
Avon, CT
96
Wealthminder
score

Andrew Kelch (CRD# 4681111) is an Investment Advisor Representative working at Usaa Investment Management Company in Avon, CT and has over 12 years of experience in the finance industry. Andrew Kelch 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
Nick S. Kellogg
CRD#: 4249054
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Nick Kellogg (CRD# 4249054) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 16 years of experience in the finance industry. Nick Kellogg 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
John B. King
CRD#: 2195332
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

John King (CRD# 2195332) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 25 years of experience in the finance industry.

8
Michael R. Klein
CRD#: 2225034
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Michael Klein (CRD# 2225034) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 24 years of experience in the finance industry.

9
Denise G. Marmolejo
CRD#: 2914394
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Denise Marmolejo (CRD# 2914394) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 19 years of experience in the finance industry.

10
Steven S. McCoy
CRD#: 3220686
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Steven McCoy (CRD# 3220686) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 17 years of experience in the finance industry. Steven McCoy 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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