Reed John Hagberg

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

• 11/2014 → 07/2017
  New York Life Insurance Company
  Edina, MN
• 11/2014 → 07/2017
  Nylife Securities Llc
  Edina, MN
• 07/2017 → 06/2024
  Td Ameritrade, Inc.
  Edina, MN
• 01/2022 → Present
  Charles Schwab And Co., Inc.
  Edina, MN
• 08/2017 → 09/2023
  Td Ameritrade Investment Management, Llc
  Edina, MN
• 07/2022 → Present
  Charles Schwab Bank, Ssb
  Edina, MN

Previous Registrations

• 2017-08-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Edina, MN
• 2017-08-11 → 2022-10-14
  Td Ameritrade, Inc.
  Edina, MN
• 2014-01-31 → 2014-10-27
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2006-02-16 → 2007-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Paul, MN

Other Businesses

1) YMCA | Investment Related:No|1501 Honeylocust Drive|Northfield|MN|55057|USA|Nonprofit Charitable Organizations|Finance Committee Member|3/24/2023|Less than 20|0.01|To be educated and informed of financial information pertaining to the financial well-being of the organization. Be asked to provide feedback and opinion about overall financial oversight and management within the organization. There is no direct financial decision making authority within this role. Those decisions are made by the board of directors. The time commitment is about 1-2 hours per month., 2) Northfield Community Education Center | Investment Related:No|700 Lincoln Parkway|Northfield|MN|55057|USA|Education|Basketball Official|11/10/2024|Less than 20|0|I will be responsible for officiating men's league basketball games. There will be no financial services or investment related responsibilities. , 3) YMCA | Investment Related:No|1501 Honeylocust Drive|Northfield|MN|55057|United States of America|Nonprofit Charitable Organizations|Board of Director's Member|11/1/2025|Less than 20|0.1|Review with other board members the strategic planning of the organization that would include plans for future growth and expansion. Partake in an audit review that is conducted and lead by a third party audit firm. Vote to approve or disapprove planning objectives related to expansion, future board growth, and expense/income management. There is no investment advice related to this position. I abstain from any voting related to any investments involved with the organization, and the board executives are aware of my profession and the limits within the responsibilities of a general board member role.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-10

Other Names

• Reed J Hagberg
• Reed John Hagberg
• Reed Hagberg