Daniel K Warnock

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

• 08/2007 → Present
  Charles Schwab & Co., Inc
  Indianapolis, IN

Other Businesses

1) Grace Pointe Child Development Ministries | Investment Related:No|10951 E CR 100 S.|Indianapolis|IN|46231|USA|Nonprofit Charitable Organizations|Board Member|4/9/2026|Less than 20|0|I will be providing support to the leadership team of the GPCDM in strategy of the operations of the organization. This may include supporting budgeting/planning and supervisory oversight consulting. There is not anticipated to be any financial services or investment related responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-02
• S63 Uniform Securities Agent State Law Examination
  2007-10-22

Other Names

• Daniel Keith Warnock
• Daniel Keith Warnock