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Career history of Steve Klaffke
Former positions of Steve Klaffke
Companies | Position | Start | End |
---|---|---|---|
USAA Asset Management Co.
![]() USAA Asset Management Co. Investment ManagersFinance USAA Asset Management Co. (AMCO) is a registered investment advisor headquartered in San Antonio, Texas. The firm is a subsidiary of USAA Investment Corp., itself a subsidiary the United Services Automobile Association. They are affiliated with USAA Investment Management Co. and USAA Financial Advisors Inc., both registered broker dealers. AMCO serves as an investment adviser to USAA Mutual Funds Trust and USAA ETF Trust. They also serve as an investment adviser to affiliated investment portfolios, including the USAA insurance, holding company, and federal savings bank proprietary accounts. | Portfolio Manager-Equities | - | - |
USAA Investment Services Co.
![]() USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Portfolio Manager-Equities | 2012-08-31 | - |
Training of Steve Klaffke
Indiana University | Undergraduate Degree |
Texas Christian University | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
USAA Investment Services Co.
![]() USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
USAA Asset Management Co.
![]() USAA Asset Management Co. Investment ManagersFinance USAA Asset Management Co. (AMCO) is a registered investment advisor headquartered in San Antonio, Texas. The firm is a subsidiary of USAA Investment Corp., itself a subsidiary the United Services Automobile Association. They are affiliated with USAA Investment Management Co. and USAA Financial Advisors Inc., both registered broker dealers. AMCO serves as an investment adviser to USAA Mutual Funds Trust and USAA ETF Trust. They also serve as an investment adviser to affiliated investment portfolios, including the USAA insurance, holding company, and federal savings bank proprietary accounts. | Finance |
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