Ida Kathryn Benfanti
Investment adviser representative at USAA Investment Services Company
11 yearsExperience
1 stateRegistered in
$0Firm assets
4 yearsFirm in business
Are you Ida Kathryn Benfanti? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- USAA Life Insurance CompanyDec 2020 to now
- USAA Investment Services CompanyDec 2016 to now
- USAA Financial Planning ServicesAug 2015 to Dec 2020
- USAA Financial Advisors, Inc.Jun 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4249411
- Firm CRD
- 5475