Carl Ohlenbusch is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 24 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 2,080 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9800 Fredericksburg Road, San Antonio, TX, 78288
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Carl is the President and Treasurer of Coker Cemetery Association, a non-profit cemetery company, dedicating minimal time to it. He is also a Manager at Marmon Management, LLC, which manages land owned by Marmon Family Properties, spending minimal time on this activity as well.
Employment History
Current Registrations
USAA Investment Services Company
USAA Investment Services CompanyBroker
USAA Investment Services Company
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
CUNA Brokerage Services, INC.Broker
Nylife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.