Charles Joseph Klausmeier

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

• 04/2016 → 06/2020
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 04/2016 → 06/2020
  Usaa Financial Planning Services
  Colorado Springs, CO
• 01/2018 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2025 → 12/2025
  Usaa Investment Services Company
  San Antonio, TX
• 06/2020 → 12/2025
  Usaa Life Insurance Co
  San Antonio, TX
• 12/2025 → Present
  Charles Schwab & Co, Inc
  Lone Tree, CO
• 12/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2018-01-08 → 2020-07-07
  Usaa Investment Services Company
  San Antonio, TX
• 2016-05-13 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO
• 2007-09-19 → 2016-04-25
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-01-27

Other Names

• Chuck Klausmeier
• Charles Klausmeier