Advisor at USAA Investment Services Company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
USAA Investment Services Company
Location
Colorado Springs, CO 80920
Credentials
Series 63, Series 65
Industry experience
14 years
Malia Tanaka is a financial advisor with USAA Investment Services Company in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions with USAA Life Insurance Company, USAA financial planning services, and T. Rowe Price Investment Services. Outside of her advisory work, she coaches clients through Optavia and provides pet care services via Rover.com. USAA Investment Services Company serves USAA members and the general public by offering retirement-focused advice and referral services, emphasizing retirement income planning and referring clients to Charles Schwab for investment products and account management.
1855 Telstar Drive
Colorado Springs, CO 80920
Colorado · Texas
USAA Life Insurance Company
2020 - Present (6 years)
USAA Investment Services Company
2018 - Present (8 years)
USAA financial planning services
2016 - 2020 (4 years)
Usaa Financial Advisors Inc
2016 - 2020 (4 years)
self-employed
2010 - 2016 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Colorado Springs, CO
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Series 65
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