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Brett Steffan Kalbfleisch

Usaa Investment Services Company

Tampa, FL

Palmetto, FL

Phoenix, AZ

Scottsdale, AZ

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Current Employers
Usaa Investment Services Company

9800 Fredericksburg Road, San Antonio, TX 78288-0227 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-04-06
TX RA APPROVED 2020-11-06
  • AZ RA
    APPROVED
    Since 2023-04-06
  • TX RA
    APPROVED
    Since 2020-11-06

Branch Locations

9519 Delaney Creek Blvd, Tampa, FL 33619 • United States

Palmetto, FL • United States

One Norterra Drive, Phoenix, AZ 85085 • United States

Scottsdale, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services Phoenix AZ 11/2008 12/2020
Usaa Investment Services Company Phoenix AZ 01/2018 Present
Usaa Life Insurance Company Phoenix AZ 12/2020 Present
  • 11/2008 → 12/2020
    Usaa Financial Planning Services
    Phoenix, AZ
  • 01/2018 → Present
    Usaa Investment Services Company
    Phoenix, AZ
  • 12/2020 → Present
    Usaa Life Insurance Company
    Phoenix, AZ
Previous Registrations
  • 2008-12-11 → 2018-01-08
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2006-10-05 → 2008-12-31
    Usaa Investment Services Company
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-03-20
  • S63 Uniform Securities Agent State Law Examination
    1990-03-20
Designations

View on SEC IAPD

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