Cheryl Louise Wilson

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

• 01/2009 → 06/2020
  Usaa Financial Advisors Inc.
  Phoenix, AZ
• 01/2009 → 02/2019
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 06/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 06/2022 → Present
  Usaa Investment Services Company
  Phoenix, AZ
• 02/2019 → Present
  Usaa Life Insurance Company
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-07-08
  Usaa Investment Services Company
  San Antonio, TX
• 2009-03-09 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
  San Antonio, TX
  Bainbridge Island, WA
  Cave Creek, AZ
• 2002-10-22 → 2009-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-21
• S63 Uniform Securities Agent State Law Examination
  1999-04-21

Designations

• Certified Financial Planner

Other Names

• Cheryl Louise Funk
• Cheryl Louise Murray