Benjamin Patrick 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

• 10/2015 → 06/2024
  Td Ameritrade
  Omaha, NE
• 01/2015 → Present
  Hy-Vee Stonybrook
  Omaha, NE
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Omaha, NE

Previous Registrations

• 2016-08-10 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
• 2016-08-10 → 2017-07-27
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

Allison's Obsessions LLC | Investment Related: No | Online Sales of Crafts and Thrifted item | Owner/Manager | Start date: 2022-12-21 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | I am not a paid employee, this is my wife's company I helped establish. I sometimes drive packages to the post office, and help with recordkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-09
• S63 Uniform Securities Agent State Law Examination
  2015-11-20

Other Names

• Benjamin Wilson