Michael Leland Barratt

Current Employers

Employment History

• 03/2008 → 02/2021
  Charles Schwab Bank
  Des Moines, IA
• 03/2008 → 02/2021
  Charles Schwab & Co., Inc.
  Des Moines, IA
• 03/2021 → 07/2025
  Avantax Planning Partners, Inc.
  Urbandale, IA
• 03/2021 → 07/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 07/2025 → Present
  Choreo, Llc
  Des Moines, IA

Previous Registrations

• 2021-03-10 → 2025-08-18
  Avantax Planning Partners, Inc.
  Urbandale, IA
  Des Moines, IA
  Des Moines, IA
  Dubuque, IA
• 2008-04-04 → 2021-03-16
  Charles Schwab & Co., Inc.
  West Des Moines, IA
  Omaha, NE
• 2005-08-17 → 2008-04-03
  Cetera Wealth Services, Llc
  West Des Moines, IA
  Johnston, IA
  Johnston, IA
• 2003-06-25 → 2005-07-25
  Ameriprise Advisor Services, Inc.
  Des Moines, IA

Other Businesses

EXEC CLUB CONNECT POSITION: Board Member NATURE: This is a breakfast club that is being set up as 501c3 for an annual fundraiser to raise money for children's with major illness. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 3000 SW 40th St, Des Moines IA 50321, United States DESCRIPTION: I will have no job responsibilities. I founded the breakfast club and they want 5 members who are the most stable members listed on the 501c3.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-27
• S63 Uniform Securities Agent State Law Examination
  2000-07-27

Other Names

• Mike Barratt Leland