Usaa Investment Management Company

Usaa Investment Management Company (CRD# 5475) is a financial advisory firm headquartered in San Antonio, TX. They manage $25,236,448,623 in 140,425 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    25,236
    MILLION
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $179,715
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, WY

Financial Advisors at Usaa Investment Management Company
Showing 1 - 10 of 1,450 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 Investment Management Company in San Antonio, TX and has over 21 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
Tarun P. Anand
CRD#: 5430885
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Tarun Anand (CRD# 5430885) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 9 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.

3
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 Investment Management Company in San Antonio, TX and has over 25 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.

4
Kurt A. Anderson
CRD#: 2241839
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Kurt Anderson (CRD# 2241839) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 23 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.

5
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 Investment Management Company in San Antonio, TX and has over 23 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.

6
Linda F. Azevedo
CRD#: 5157255
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Linda Azevedo (CRD# 5157255) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 7 years of experience in the finance industry. Linda Azevedo 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
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 13 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.

8
Suzanne N. Batchelder
CRD#: 2881909
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Suzanne Batchelder (CRD# 2881909) 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. Suzanne Batchelder 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
Kevin D. Beall
CRD#: 4202452
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Kevin Beall (CRD# 4202452) 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. Kevin Beall 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
Lukas W. Becker
CRD#: 5680580
9800 Fredericksburg Road, San Antonio, TX 78288
96
Wealthminder
score

Lukas Becker (CRD# 5680580) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 7 years of experience in the finance industry. Lukas Becker 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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