Charlie W. O'SHel

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 → 12/2022
  Td Ameritrade
  Ft. Worth, TX
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Ft. Worth, TX
• 12/2022 → Present
  Charles Schwab Bank
  Fort Worth, TX

Previous Registrations

• 2014-12-03 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Southlake, TX
• 2014-12-03 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Southlake, TX
• 2012-09-18 → 2014-11-21
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

Name of Outside Business:Financial Peace University; Investment Related:Yes; Address of Outside Business:Keller, TX; Nature of Outside Business:Financial Services; Position:table co lead; Start Date:9/11/2018; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: i will be sitting at a table with participants who are going through FPU. I will be able to answer simple questions around budget and high level financial terms Name: Charlie O'Shel Rental Home, Role: Owner, Type: Rental Property, Start Date: 01/04/2016, Investment Related?: No, Address: 12128 Copper Creek, Ft Worth, TX 76244, Number of Hours/Mo: 10, Duties: I am renting out my prior house Name: Charlie O'Shel Rental Home, Role: Owner, Type: Rental Property, Start Date: 01/04/2016, Investment Related?: No, Address: 12020 Gold Creek Dr, Ft Worth, TX 76244, Number of Hours/Mo: 10, Duties: I am renting out my prior house

Exams

• S66 Uniform Combined State Law Examination
  2012-09-07
• S63 Uniform Securities Agent State Law Examination
  2008-05-30

Other Names

• Charlie W O'SHel
• Charlie Oshel
• Charles W. O'SHel
• Charlie W Oshel