Keith James Tengberg

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2010 → 09/2018
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 04/2010 → 09/2018
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 09/2018
  Usaa Investment Management Company
  San Antonio, TX
• 09/2018 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2013 → 05/2018
  Arizona State University
  Tempe, AZ

Previous Registrations

• 2018-01-08 → 2018-10-05
  Usaa Investment Services Company
  San Antonio, TX
• 2010-04-27 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S66 Uniform Combined State Law Examination
  2010-04-08

Other Names

• Keith James Tengberg
• Keith Tengberg