Plano, TX Parkwood Blvd. Office

Team
Updated today
USAA Investment Services Company logo

USAA Investment Services Company

Multi-team

Firm-wide stats for USAA Investment Services Company

Total advisors

112

Across 17 offices

Clients per advisor

24 Very Low

Avg AUM per client

$0 Very Low

HNW client ratio

7% Low

About

USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and other individual investors, primarily through phone and digital channels. It delivers a Retirement Income Strategy Report (RIS) and facilitates referrals to a third-party broker-dealer/adviser for investment accounts rather than maintaining client accounts or managing assets.

ISCO’s advice is limited to discussions of retirement savings, asset allocation, risk tolerance, and income planning; the RIS is a point-in-time, non‑comprehensive document that relies on information clients provide. Its representatives are dual‑registered as broker‑dealer and investment‑adviser representatives and also hold insurance appointments, so they may offer annuities or life insurance products in their capacity as insurance agents.

The firm is an indirect, wholly owned subsidiary of USAA and remains registered as both a broker‑dealer and an investment adviser, but it operates principally as a referral intermediary after selling its prior brokerage and advisory businesses to another firm. Unlike most enterprise peers, ISCO does not charge percentage‑of‑assets fees, does not provide portfolio management for individual clients, and does not serve corporate or business clients.

Based on USAA Investment Services Company

Expertise

Retirement income strategy Annuities

Based on USAA Investment Services Company

Occupation focus

Retired

Based on USAA Investment Services Company

Location

7300 Parkwood Blvd., Building A, 3rd Floor

Plano TX 75024

Advisors at this office

14

Advisors at this office

Brian D

Series 66

Plano, TX

USAA Investment Services Company

Brian Dominguez is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. Before entering the financial industry, he worked in automotive sales and the restaurant business. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers guidance on retirement savings, asset allocation, risk tolerance, and income planning, and refers clients to third-party broker-dealers or advisers for investment accounts.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer ESG / Sustainable investing Wealth management Retired
user avatar

Eunice A

Series 66

Plano, TX

USAA Investment Services Company

Eunice Armstrong is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 19 years of industry experience. She has been with USAA and its affiliated entities since 2013. Outside of advising, she works as a mobile notary signing agent, operates a travel consulting business, and is involved in guest services at a local spa. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the public. The firm does not manage client assets but supports clients through retirement income planning and refers investment accounts to Charles Schwab.

Retirement income strategy Annuities Retired
user avatar

Anil K

Series 65, Series 63

Plano, TX

USAA Investment Services Company

Anil Kumar is a financial advisor with USAA Investment Services Company in Plano, TX. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC and Fisher Investments. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and other individual investors, primarily through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealer advisers rather than managing client accounts directly.

Retirement income strategy Annuities Retired
user avatar

Brian D

Series 63, Series 65

Plano, TX

USAA Investment Services Company

Brian Deja is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Fisher Investments, Morgan Stanley, and Allstate Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering a Retirement Income Strategy Report and facilitating referrals rather than managing client assets directly.

Retirement income strategy Annuities Retired
user avatar

Robert B

ChFC®, Series 65, Series 63

Plano, TX

USAA Investment Services Company

Robert Bachalo Jr. is a financial advisor with USAA Investment Services Company in Plano, TX, holding the ChFC® designation and Series 65 and 63 licenses, with eight years of industry experience. His career includes multiple roles within USAA-affiliated entities from 2014 to the present, spanning financial planning, investment management, and life insurance services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets.

Retirement income strategy Annuities Retired
user avatar

Travis D

Series 63, Series 65

Plano, TX

USAA Investment Services Company

Travis Doyle is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at USAA Life Insurance Company and USAA financial planning services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public, delivering a Retirement Income Strategy Report and referring clients to Charles Schwab for investment products and account services.

Retirement income strategy Annuities Retired
user avatar

Nelson K

Series 66

Plano, TX

USAA Investment Services Company

Nelson Kamimura is a financial advisor at USAA Investment Services Company with 15 years of industry experience. He holds a Series 66 designation and has worked in various roles within USAA, including positions at USAA Life Insurance Company and USAA Financial Advisors Inc. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates client referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Retirement income strategy Annuities Retired
user avatar

Felicia B

Series 66

Plano, TX

USAA Investment Services Company

Felicia Belcher is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and seven years of industry experience. She has previously worked at JP Morgan Chase and J. Grant & Associates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, emphasizing retirement income planning through digital and phone channels rather than direct portfolio management.

Retirement income strategy Annuities Retired
user avatar

Sabiha K

Series 63, Series 66

Plano, TX

USAA Investment Services Company

Sabiha Karakus is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior work includes roles at JP Morgan Securities LLC and New York Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Retirement income strategy Annuities Retired
user avatar

Oluseun E

Series 63, Series 65

Plano, TX

USAA Investment Services Company

Oluseun Ekunwe is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked in various capacities within the USAA organization since 2014, including roles at USAA Financial Planning Services and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and the general public. The firm supports retirement planning through its Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating primarily as a referral and retirement-advice intermediary rather than a portfolio manager.

Retirement income strategy Annuities Retired
user avatar

Michelle Y

CFP®, Series 65, Series 63

Plano, TX

USAA Investment Services Company

Michelle Young is a CFP®-certified financial advisor at USAA Investment Services Company with 22 years of industry experience. She previously worked at ICMA Retirement Corporation for 22 years before joining USAA entities in 2026. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party brokers or advisers rather than managing client assets directly.

Retirement income strategy Annuities Retired
user avatar

Zulema R

Series 63, Series 66

Plano, TX

USAA Investment Services Company

Zulema Romo is a financial advisor with USAA Investment Services Company in Plano, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and other individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client accounts directly.

Retirement income strategy Annuities Retired
user avatar

Philippe T

Series 63, Series 66

Plano, TX

USAA Investment Services Company

Philippe Thomas is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, Merrill, and Northwestern Mutual. Thomas serves as a Sergeant and Aircraft Mechanic Supervisor with the U.S. Marine Corps Aviation Unit VMGR 234 in Fort Worth, Texas. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, offering Retirement Income Strategy Reports and facilitating referrals rather than managing client assets directly.

Retirement income strategy Annuities Retired
user avatar

David Y

Series 63, Series 66

Plano, TX

USAA Investment Services Company

David York is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with various USAA entities since 2014, including USAA Life Insurance Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in property ownership as a landlord. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm emphasizes retirement income planning and refers clients to Charles Schwab for investment products, operating primarily as a retirement-advice intermediary rather than a portfolio manager.

Retirement income strategy Annuities Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)