Cameron Gerard Wilson

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

• 07/2016 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
• 03/2018 → 04/2019
  Bank Of America, N.A.
  Minneapolis, MN
• 04/2019 → 12/2022
  Td Ameritrade
  Minneapolis, MN
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Edina, MN
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Edina, MN

Previous Registrations

• 2019-04-17 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Edina, MN
• 2019-04-17 → 2022-10-14
  Td Ameritrade, Inc.
  Edina, MN
  Omaha, NE
• 2017-01-09 → 2019-04-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
  Woodbury, MN

Other Businesses

1) Rental Property | Investment Related:No|3517 Perry Ave N|Crystal|MN|55422|USA|Real Estate (Non-Agent/Broker)|Landlord/Owner|9/1/2025|Less than 20|0|Renting current property to future tenants

Exams

• S66 Uniform Combined State Law Examination
  2017-01-07
• S63 Uniform Securities Agent State Law Examination
  2015-12-19

Designations

• Certified Financial Planner

Other Names

• Cameron Wilson
• Cameron Gerard Wilson
• Cameron G Wilson