Alan Martin Molnar

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

• 02/2016 → 09/2021
  Transamerica Retirement Solutions
  Avon, IN
• 03/2016 → 09/2021
  Transamerica Investors Securities Corporation
  Avon, IN
• 09/2021 → Present
  Charles Schwab & Co., Inc.
  Avon, IN
• 09/2021 → Present
  Charles Schwab Bank, Ssb
  Avon, IN

Previous Registrations

• 2016-03-29 → 2021-09-21
  Transamerica Retirement Advisors, Llc
  Indianapolis, IN
  Avon, IN
• 2011-08-22 → 2016-02-25
  Principal Securities, Inc.
  Indianapolis, IN
  Des Moines, IA
  Indianapolis, IN
• 2005-11-02 → 2006-12-31
  Principal Securities, Inc.
  Indianapolis, IN
  Indianapolis, IN
• 2005-06-22 → 2005-09-14
  Oneamerica Securities, Inc.
  Carmel, IN

Exams

• S66 Uniform Combined State Law Examination
  2011-08-18