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Carl Thomas Ohlenbusch

Usaa Investment Services Co.

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About Carl Thomas Ohlenbusch

Carl Ohlenbusch has been active in the financial industry since 2001, most recently with USAA Investment Services Co. in San Antonio, TX. Prior to that, Carl worked for USAA Financial Advisors, Inc., USAA Investment Management Company, CUNA Brokerage Services, Inc., and NYLIFE Securities Inc. Carl is licensed to offer investment advice in the state of Texas. He is a registered representative with FINRA and has passed the Series 63, Series 65, Series 7 and Series 24 exams. Carl is dedicated to helping his clients achieve their financial goals.

Firm Information

Carl Ohlenbusch 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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Carl Ohlenbusch’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

09/06/2007 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

02/24/2004 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

IA

08/22/2003 - 02/03/2004

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NY

05/07/2001 - 08/19/2003

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/19/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl Thomas Ohlenbusch.
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