Brett Thomas Ansberry

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 12/2022
  Td Ameritrade
  Beachwood, OH
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Orange Village, OH
• 07/2022 → Present
  Charles Schwab Bank
  Orange Village, OH

Previous Registrations

• 2010-03-08 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Beachwood, OH
  Orange Village, OH
• 2010-03-08 → 2022-10-14
  Td Ameritrade, Inc.
  Orange Village, OH
• 2009-11-13 → 2010-02-08
  Pnc Wealth Management Llc
  Strongsville, OH
• 2006-08-08 → 2009-11-13
  Natcity Investments, Inc.
  Strongsville, OH
• 2004-03-04 → 2006-05-22
  Charles Schwab & Co., Inc.
  Beachwood, OH
  Orange Village, OH

Exams

• S66 Uniform Combined State Law Examination
  2001-06-29