USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC.

USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 106352).

Registration

Officers, owners & control persons (53)

Showing 25 of 53 people.

NameRoleLocation
Alexander Redpath CobbVICE PRESIDENT
RYGMYR ADYM WAGNERVP
DAVIS CLARK GEORGEDIRECTOR, CHAIRMAN; DIRECTOR, CHAIRMAN, PRESIDENT, CEO; PRESIDENT & CEO, DIRECTOR, CHAIRMAN
LAIA CHRISTOPHER PHILIPVP, ASSISTANT SECRETARY
HOWARD MARK SHANNONASSISTANT SECRETARY; SVP, SECRETARY & COUNSEL (CHIEF LEGAL OFFICER)
PARKER STUART BLAINDIRECTOR; PRESIDENT & CEO, FINANCIAL PLANNING SERVICES, DIRECTOR; PRESIDENT & CEO, FINANCIAL PLANNING SERVICES, DIRECTOR & CHAIRMAN OF THE BOARD (+1 more)
SMILEY EILEEN MARIEASSISTANT SECRETARY
SMITH DAVID HARRISONAVP, SECURITIES COMPLIANCE & CHIEF COMPLIANCE OFFICER
DUNN DEBRA KAYEAVP; AVP, SENIOR FINANCIAL OFFICER & TREASURER
KALLSEN TERRI RAEAVP, FINANCIAL ADVICE CENTER, DIRECTOR; SVP, DIRECTOR; VP, FINANCIAL ADVICE CENTER, DIRECTOR
GARCIA RENEASSISTANT VICE PRESIDENT; AVP, DIRECTOR; AVP, FINANCIAL PLANNING, DIRECTOR (+1 more)
CLAUS CHRISTOPHER WEBERDIRECTOR; DIRECTOR, CHAIRMAN OF THE BOARD
HILL JEFFREY DARYLAVP, INVESTMENT ADVISER COMPLIANCE (CHIEF COMPLIANCE OFFICER/ADVISORY ACTIVITIES)
SMITH ALFREDSENIOR FINANCIAL OFFICER AND TREASURER; VP
WILLIAMS JOHN DAVIDVP
SMITH MAX WAYNESVP, ASSISTANT SECRETARY
BENNETT RICHARD ALANDIRECTOR
MATUS KRISTI ANNDIRECTOR
URBANCZYK ROSE MARIESENIOR FINANCIAL OFFICER AND TREASURER; VP, TREASURER
COOPER DAWN LOVEDIRECTOR; DIRECTOR, SVP; SENIOR VICE PRESIDENT, FPS OPERATIONS, DIRECTOR (+3 more)
ALLISON SCOTT GEORGELEAD EXECUTIVE; VP
MCNAMARA DANIEL SEANDIRECTOR, PRESIDENT; DIRECTOR, SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT
HOLMES DAVID MARKSVP, SENIOR FINANCIAL OFFICER & TREASURER
MCGLINCHEY BRIAN PATRICKAVP, ENTERPRISE PARTNERSHIPS; AVP, ENTERPRISE PARTNERSHIPS, DIRECTOR
WINN HOLLIS KEITHSVP

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