Mary Elizabeth Stork

Employer firm

Usaa Investment Services Company CRD 5475

2,635 advisory clients

Reported services (Item 5G)

• Financial planning
• REFERRALS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 06/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 09/2015 → 12/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → Present
  Usaa Investment Services Company
  San Antonio, TX
• 09/2015 → Present
  Usaa Life Insurance Company
  San Antonio, TX

Previous Registrations

• 2015-10-30 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2014-08-13 → 2015-09-24
  Schwab Wealth Advisory, Inc.
  Englewood, CO
  Lone Tree, CO
• 2006-06-16 → 2014-07-01
  Usaa Financial Planning Services
  San Antonio, TX

Other Businesses

Company Name: USAA Foundation Board of Governors Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 1.5 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: USAA Education Foundation Company Address 1: 9800 Fredericksburg Rd Company City/State/Zip: San Antonio / TX / 78288 Nature of Business: Non-profit focused on financial literacy and education. Title/Position Held: Board member Dates Employed: From: 2/8/2022 To: Present Amount of Time You Devote to Business: 3 Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on financials and activities of the Foundation. Serve as a member of the Finance and Investment Advisory Committee. Company Name: Military Child Education Coalition Company Address: 909 Mountain Lion Circle Company City/State/Zip: Harker Heights TX 76548 Nature of Business: Non-profit focused on helping children growning up in military families by providing programs, resources, and guidance. Title/Position Held: Board of Directors member Dates Employed: From: 04/01/2025 To: Present Amount of Time You Devote to Business: 2 hours per month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Provide oversight, input, and guidance on strategy, financials, and activities of MCEC. Collaborate to help MCEC grown and serve more military children. Company Name: National Equine Institute of Growth through Healing Inc. (NEIGH) Company Address 1: PO BOX 205 Company City/State/Zip: Bemus Point NY 14712 Nature of Business: Provide transformative equine assisted therapy services in a trauma informed environment that fosters mental and emotional healing to prevent suicide and improve well being. Title/Position Held: Board member Dates Employed: From: 11/17/2025 To: Present Amount of Time You Devote to Business: 1 hour Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Contribute expertise, skills, and network to strengthen the non-profit. Company Name: LIMRA Annuity Advisory Board Company Address 1: 300 Day Hill Rd Company City/State/Zip: Windsor CT 06095 Nature of Business: The annuity advisory board offers insights on the business challenges facing companies to help organizations better understand and leverage different aspects of the association's member benefits program. Title/Position Held: Board member Dates Employed: From: 11/17/2023 To: Present Amount of Time You Devote to Business: 1 hour Month Work for business during securities trading hours? No Is the activity you are reporting investment related? No Brief Description of Duties Performed: Share expertise and experience to help shape the future of LIMRA and LOMA.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-15

Designations

• Certified Financial Planner

Other Names

• Mary Landt
• Mary Elizabeth Christopher