USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.
SEC file number 801-53347
· SAN ANTONIO, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
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Discretionary AUM
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Employees
9427
Clients
1500
Firm
- Address
- 9800 FREDERICKSBURG ROAD
SAN ANTONIO, TX 78288-0227 - Phone
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- Website
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- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)