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Brett Steffan Kalbfleisch

Usaa Investment Services Co.

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About Brett Steffan Kalbfleisch

Brett Steffan Kalbfleisch is an Investment Advisor Representative with Usaa Investment Services Co. Brett has over 30 years of experience in the financial services industry and holds Series 6, 7, 24, 51, and 63 licenses. Brett is registered to provide investment advisory services in 53 states, including Arizona, Texas and Puerto Rico. Brett is also a Chartered Financial Consultant. Previously, Brett was with USAA Financial Advisors, Inc., and USAA Investment Management Company. Brett’s previous employment with USAA Investment Management Company began on January 22, 1990.

Firm Information

Brett Kalbfleisch is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Referral fees pursuant to a referral agreement

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Brett Kalbfleisch’s Registration & Firm History

AZ

11/06/2020 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

08/31/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

01/23/1990 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/20/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/2014

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/27/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1994

Series 7 - General Securities Representative Examination

BC

Issued 01/22/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Steffan Kalbfleisch.
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