Michael Phillip Lobato

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

• 06/2015 → 02/2017
  Northwestern Mutual Denver
  Denver, CO
• 08/2018 → 11/2019
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 06/2017 → 08/2017
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2014 → 05/2018
  Colorado State University
  Fort Collins, CO
• 01/2020 → 12/2020
  Geneos Wealth Management
  Littleton, CO
• 12/2019 → 12/2020
  Asset Solutions, Inc.
  Littleton, CO
• 01/2021 → 08/2021
  Geneos Wealth Management Inc
  Littleton, CO
• 01/2021 → 08/2021
  Asset Solutions Inc
  Littleton, CO
• 08/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2020-01-28 → 2021-08-24
  Asset Solutions, Inc.
  Littleton, CO
• 2019-06-17 → 2019-12-04
  Charles Schwab & Co., Inc.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-06-14

Designations

• Certified Financial Planner

Other Names

• Michael P Lobato