USAA INVESTMENT SERVICES COMPANY

Overview

Usaa Investment Services Company operates as an insurance-affiliated broker-dealer that provides brokerage and financial planning services to individual and family clients. The firm is SEC-registered (2022) and functions across multiple states. It is not positioned as a capital allocator to external managers, nor does it identify as an active ESG investor. Business activity is centered on broker-dealer functions with advisory work focused on financial planning; its fee structure is listed as "other," reflecting a hybrid or non-standard compensation model. Industry affiliations include connections to a banking or thrift institution and an insurance company.

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Location & Offices