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BK
ChFC
BK
ChFC

Brett Steffan Kalbfleisch

USAA Investment Services Company
35 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
USAA Investment Services Company
Compensation
N/A
Firm Size
88 advisors
Number of Clients
2,080 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

One Norterra Drive, Phoenix, AZ, 85085

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
USAA Investment Services Company
November 2020 - Present · 5 yrs 3 mos
USAA Investment Services Company
June 2020 - Present · 5 yrs 8 mos
USAA Investment Services CompanyBroker
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
USAA Investment Services Company
January 2018 - July 2020 · 2 yrs 6 mos
USAA Financial Planning Services
December 2008 - January 2018 · 9 yrs 1 mo
USAA Financial Advisors, INC.Broker
August 2007 - June 2020 · 12 yrs 10 mos
USAA Investment Management Company
October 2006 - December 2008 · 2 yrs 2 mos
USAA Investment Management CompanyBroker
January 1990 - December 2007 · 17 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.