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George Olander

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CRD#: 2590374
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Olander, who also goes by George Arthur Olander Jr, George Arthur Olander, George Arthur Orlander, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1995. George had worked at 13 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 31 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Arthur Olander Jr | George Arthur Olander | George Arthur Orlander

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 8, 2020 - September 24, 2020

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
Phoenix, AZ
Past

August 17, 2018 - July 30, 2020

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
Phoenix, AZ
Past

August 16, 2018 - June 8, 2020

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
PHOENIX, AZ
Past

May 27, 2016 - May 26, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SCOTTSDALE, AZ
Past

April 29, 2016 - May 26, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SCOTTSDALE, AZ
Past

January 1, 2015 - February 17, 2015

VERUS CAPITAL PARTNERS, LLC

RIA
CRD#: 151568
SCOTTSDALE, AZ
Past

March 6, 2013 - December 31, 2014

VERUS CAPITAL PARTNERS, LLC

RIA
CRD#: 151568
MESA, AZ
Past

February 12, 2013 - February 13, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SCOTTSDALE, AZ
Past

January 5, 2012 - February 11, 2013

WFG ADVISORS, LP

RIA
CRD#: 125073
CHANDLER, AZ
Past

September 28, 2011 - November 16, 2011

WFG ADVISORS, LP

RIA
CRD#: 125073
CHANDLER, AZ
Past

September 28, 2011 - February 11, 2013

WFG INVESTMENTS, INC.

BD
CRD#: 22704
CHANDLER, AZ
Past

January 1, 2004 - October 4, 2011

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
TEMPE, AZ
Past

August 7, 2001 - January 1, 2004

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

October 26, 1998 - April 24, 1999

AMERICAN PACIFIC SECURITIES, INC.

BD
CRD#: 2532
SAN CLEMENTE, CA
Past

January 2, 1998 - May 6, 1998

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

December 18, 1995 - November 7, 1996

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

March 20, 1995 - November 16, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT MANAGEMENT CO. | USAA WEALTH MANAGEMENT | USAA INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | USAA INVESTMENT MANAGEMENT COMPANY

CRD#: 5475 / SEC#: 801-126328, 8-41241

RIA
Registered Investment Advisory firm - SEC (8/3/2022 Approved)
Arizona
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Colorado
Registered Investment Advisory firm - SEC (8/24/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Texas
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/9/2011
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/29/1995
Futures Managed Funds Examination

Current Firm


USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT MANAGEMENT CO. | USAA WEALTH MANAGEMENT | USAA INVESTMENTS | USAA INVESTMENT SERVICES COMPANY | USAA INVESTMENT MANAGEMENT COMPANY

CRD#: 5475 / SEC#: 801-126328, 8-41241

RIA
Registered Investment Advisory firm - SEC (8/3/2022 Approved)
Arizona
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Colorado
Registered Investment Advisory firm - SEC (8/24/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
Texas
Registered Investment Advisory firm - SEC (8/19/2022 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
9800 Fredericksburg Road, San Antonio, TX 78288-0227
Mailing Address
9800 Fredericksburg Road, San Antonio, TX 78288-0227
Phone number
(800) 531-7960
Established
Delaware since 09/01/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
152

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ISCO PART2A INVESTMENT SERVICES BROCHURE MAY 2025 (5/29/2025)

Direct owners and executive officers


NamePositionCRD#
USAA INVESTMENT CORPORATION (PARENT CO.)SHAREHOLDER
BEALL, KEVIN DOUGLASVICE PRESIDENT, DIRECTOR4202452
CARTER, BRANDON DANEDIRECTOR, CHAIRMAN OF THE BOARD2939393
ECK, FRANK THOMAS IVSECRETARY7979835
FLORES, JENNIFER MARGRETFINOP AND PRINCIPAL FINANCIAL OFFICER4175069
HANKS, KARE ELIZABETHDIRECTOR, VICE PRESIDENT2883762
MUIR, JAMES DYERCHIEF COMPLIANCE OFFICER2801996
PEREZ-ROSSELLO, MADELINE IVETTEASSISTANT VICE PRESIDENT AND PRINCIPAL OPERATIONS OFFICER4033239
STORK, MARY ELIZABETHDIRECTOR2960253
WHITE, WILLIAM SWEENEYPRESIDENT, VICE-CHAIRMAN, DIRECTOR4843743

Disclosures


Regulatory Event1
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

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