Melyssa Cantu-Matkovich

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

• 01/2011 → 03/2018
  Waddell &Amp; Reed, Inc.
  Arlington, TX
• 04/2011 → 03/2018
  Various Insurance Carriers For W&R Insurance Agency
  Mansfield, TX
• 04/2011 → 03/2018
  Jimmy Lee
  Southlake, TX
• 03/2018 → 07/2018
  Schulz Wealth Ltd
  Mansfield, TX
• 09/2018 → 06/2024
  Td Ameritrade, Inc
  Mansfield, TX
• 10/2022 → Present
  Charles Schwab & Co.
  Mansfield, TX

Previous Registrations

• 2018-09-24 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Lone Tree, CO
  Mansfield, TX
  Westlake, TX
• 2018-09-24 → 2021-02-22
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 2018-04-11 → 2018-08-20
  Schulz Wealth, Ltd.
  Mansfield, TX
• 2011-02-15 → 2018-03-19
  Waddell & Reed
  Colleyville, TX
  Arlington, TX
  Fort Worth, TX
  Edmond, OK
• 2009-09-04 → 2010-12-03
  Momentum Independent Network Inc.
  Mansfield, TX
• 2007-01-19 → 2008-05-14
  Wells Fargo Advisors Financial Network, Llc
  Mansfield, TX
• 2004-03-02 → 2005-01-21
  Banc One Securities Corporation
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2004-03-01
• S63 Uniform Securities Agent State Law Examination
  2001-05-21

Other Names

• Melyssa Cantu
• Melyssa Cantu-Matkovich