Marc Stephen Thiltgen

Current Employers

Employment History

• 07/2016 → 05/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 07/2016 → 05/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 05/2015 → Present
  Monte Vista Resources, Inc.
  San Antonio, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab Bank, Ssb
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2016-09-01 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2015-07-17 → 2015-08-17
  Securian Financial Services, Inc.
  San Antonio, TX
• 2014-03-14 → 2015-05-05
  Monte Vista Wealth Management, Inc.
  San Antonio, TX
• 2013-05-13 → 2014-01-17
  Beacon Financial Group
  Dallas, TX
• 2010-02-12 → 2013-04-18
  Monte Vista Wealth Management, Inc.
  San Antonio, TX
• 2009-08-11 → 2009-12-31
  Monte Vista Wealth Management, Inc.
  San Antonio, TX
• 2008-10-08 → 2009-05-27
  Td Ameritrade, Inc.
  Fort Worth, TX
• 2008-10-08 → 2009-05-27
  Td Ameritrade Investment Management, Llc
  Ft Worth, TX
• 2004-03-26 → 2008-08-11
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX
• 1998-07-10 → 2003-08-11
  Usaa Investment Services Company
  San Antonio, TX

Other Businesses

1) Monte Vista Resources, LLC | Investment Related:No|2 Cross St.|Camden|ME|04843|usa|Real Estate (Non-Agent/Broker)|Owner|12/15/2022|Less than 20|0|I own a second home and want to rent out seasonally. I will have real estate manager that does all the active management. I would be fully passive in this real estate business, 2) Belknap and Elsmere LLC. | Investment Related:No|307 Dolcetto Court|Lakeway|TX|78738|usa|Agriculture/Forestry/Fishing|Shareholder/member|7/2/2024|Less than 20|0|none, vote my shares, 3) San Antonio Academy Alumni Association | Investment Related:No|117 E. French Pl|san antonio|tx|78212|usa|Nonprofit Charitable Organizations|Board Member|5/15/2025|Less than 20|0|This group is designed to get engagement and information from school to the alumni. This is not the board of the school it is board of alumni. There is no financial business done at all. I will have to work at school functions to be there to meet and greet alumni as they visit.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-25
• S65 Uniform Investment Adviser Law Examination
  2002-01-23
• S63 Uniform Securities Agent State Law Examination
  1998-03-26

Designations

Other Names

• Marc Stephen Thiltgen
• Marc Stephen Thiltgen
• Marc Thiltgen