Tampa, FL Office
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USAA Investment Services Company
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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
Location
Tampa FL
Advisors at this office
4
Advisors at this office
Tara S
CFP®, Series 66
Tampa, FL
USAA Investment Services Company
Tara Steinberg is a CFP® with 12 years of industry experience, currently serving at USAA Investment Services Company. She has held multiple roles within the USAA family since 2010, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. Outside of finance, she was involved with E & M Childcare, LLC for one year. USAA Investment Services Company provides retirement-focused advice and referral services to USAA members and individual investors, primarily through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party advisers without managing client assets directly.
Michael F
CFP®, Series 66
Tampa, FL
USAA Investment Services Company
Michael Farmer is a CFP® with 13 years of experience in financial services, currently with USAA Investment Services Company. His prior roles include positions at Charles Schwab Bank and various USAA financial affiliates. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members through phone and digital channels, delivering non-comprehensive Retirement Income Strategy Reports and facilitating referrals to third-party advisers rather than managing client assets directly.
Frederick P
Series 63, Series 66
Tampa, FL
USAA Investment Services Company
Frederick Platt is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked for T. Rowe Price for nine years before joining USAA Investment Services Company and USAA Life Insurance Company 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 delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers rather than managing client assets directly.
Montana H
Series 66
Tampa, FL
USAA Investment Services Company
Montana Herron is a financial advisor with USAA Investment Services Company holding a Series 66 designation and four years of industry experience. Prior to joining USAA, Herron worked at Morgan Stanley, NYLife Securities, New York Life Insurance Company, and Regions Bank among other firms. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers Retirement Income Strategy Reports and refers clients to Charles Schwab for investment products and account services, operating mainly as a retirement-advice intermediary rather than a portfolio manager.
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