Danielle Marie Lichtenberger

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

• 09/2007 → 05/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 01/2009 → 05/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Bulverde, TX
• 05/2020 → Present
  Charles Schwab Bank, Ssb
  Bulverde, TX
• 12/2023 → 06/2024
  Td Ameritrade Inc.
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2009-01-02 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  Killeen, TX
  San Antonio, TX
  San Antonio, TX
• 2003-01-15 → 2008-12-31
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) L12 Ventures LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Partner/Managing Member|11/1/2025|Less than 20|0|Partner, partial ownership , 2) Danicha Ventures LLC | Investment Related:No|Other|Partner/Managing Member|11/1/2025|Less than 20|0|This is LLC is to operate expenses for the L12 Ventures

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-20
• S63 Uniform Securities Agent State Law Examination
  1999-02-04

Designations

• Certified Financial Planner

Other Names

• Danielle Marie Munoz