Chelsea Marie Lobato Bernard

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

• 01/2015 → 12/2016
  Robert W. Baird & Co
  Denver, CO
• 01/2018 → 04/2018
  Kummer Financial Strategies, Llc
  Highlands Ranch, CO
• 01/2017 → 12/2017
  Kummer Financial Strategies, Inc.
  Highlands Ranch, CO
• 03/2018 → 04/2018
  Montage Securities, Llc
  Overland Park, KS
• 04/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2018 → Present
  Charles Schwab Bank
  Lone Tree, CO

Previous Registrations

• 2015-09-09 → 2017-01-18
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Denver, CO

Other Businesses

Home|Investment Related:No|Centennial;CO ;80111;usa|Real Estate (Non-Agent/Broker)|Home Owner|2024-09-12|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I own a house that will provide rental income

Exams

• S66 Uniform Combined State Law Examination
  2015-09-08

Other Names

• Chelsea Marie Lobato
• Chelsea Lobato