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Carl Ohlenbusch

USAA Investment Services Company
25 Years of Experience
San Antonio, TX
Broker
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Carl Ohlenbusch is a registered investment advisor at USAA Investment Services Company, based in San Antonio, TX, with 25 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.

USAA Investment Services Company
Compensation
N/A
Firm Size
105 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Antonio, TX

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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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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
January 2018 - Present · 8 yrs 9 mos
USAA Investment Services CompanyBroker
April 2013 - Present · 13 yrs 6 mos
USAA Investment Services Company
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
USAA Financial Planning Services
August 2008 - January 2018 · 9 yrs 5 mos
USAA Financial Advisors, INC.Broker
September 2007 - June 2020 · 12 yrs 9 mos
USAA Investment Management Company
April 2006 - December 2008 · 2 yrs 8 mos
USAA Investment Management CompanyBroker
February 2004 - December 2007 · 3 yrs 10 mos
CUNA Brokerage Services, INC.Broker
August 2003 - February 2004 · 6 mos
Nylife Securities INC.Broker
May 2001 - August 2003 · 2 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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