Derek Jacob Wilhelm

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

• 05/2012 → 12/2022
  Td Ameritrade
  Columbus, OH
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  San Diego, CA
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  San Diego, CA

Previous Registrations

• 2012-05-21 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Columbus, OH
  San Diego, CA
  San Diego, CA
• 2012-05-21 → 2022-10-14
  Td Ameritrade, Inc.
  Columbus, OH
  San Diego, CA
• 2011-11-30 → 2012-05-21
  Pnc Wealth Management Llc
  Dublin, OH
  Dublin, OH
• 2006-10-30 → 2011-11-15
  Charles Schwab & Co., Inc.
  Columbus, OH
• 2005-06-09 → 2005-09-02
  Citizens Securities, Inc.
  Pittsburgh, PA
• 2004-10-15 → 2005-01-06
  Ameriprise Financial Services, Llc
  Pittsburgh , PA

Exams

• S66 Uniform Combined State Law Examination
  2004-10-14

Other Names

• Derek Jacob Wilhelm