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Daniel Jacob Clauson

Charles Schwab & Co., Inc.

Omaha, NE

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-02-04
  • NE RA
    APPROVED
    Since 2022-02-04

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacificlife Insurance Company Omaha NE 11/2013 12/2018
Pacific Select Distributors Inc Newport Beach CA 11/2013 12/2018
Td Ameritrade, Inc. Omaha NE 12/2018 05/2024
Charles Schwab & Co., Inc. Omaha NE 01/2022 Present
Td Ameritrade Investment Management, Llc Omaha NE 01/2019 09/2023
Charles Schwab Bank, Ssb Omaha NE 07/2022 Present
  • 11/2013 → 12/2018
    Pacificlife Insurance Company
    Omaha, NE
  • 11/2013 → 12/2018
    Pacific Select Distributors Inc
    Newport Beach, CA
  • 12/2018 → 05/2024
    Td Ameritrade, Inc.
    Omaha, NE
  • 01/2022 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 01/2019 → 09/2023
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Omaha, NE
Previous Registrations
  • 2019-01-23 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2019-01-10 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
  • 2012-04-02 → 2013-08-22
    Securian Financial Services, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-09
  • S66 Uniform Combined State Law Examination
    2019-01-09
Other Names
  • Dan Clauson

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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