Jeremy Buhr

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

• 06/2016 → 12/2017
  Td Ameritrade, Inc.
  Omaha, NE
• 11/2017 → 12/2019
  Northern Lights Distributors, Llc
  Omaha, NE
• 11/2017 → 12/2019
  Cls Investments, Llc
  Omaha, NE
• 12/2019 → 12/2021
  Principal Life Insurance Co
  Des Moines, IA
• 12/2019 → 12/2021
  Principal Securities Inc
  Des Moines, IA
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Omaha, NE
• 12/2021 → Present
  Charles Schwab Bank, Ssb
  Omaha, NE
• 12/2021 → Present
  Charles Schwab Premiere Bank
  Omaha, NE
• 12/2021 → Present
  Charles Schwab Trust Bank
  Omaha, NE

Previous Registrations

• 2020-01-03 → 2022-01-11
  Principal Securities, Inc.
  Des Moines, IA
• 2018-01-04 → 2019-12-06
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2017-06-08 → 2017-12-04
  Td Ameritrade, Inc.
  Omaha, NE
• 2017-06-08 → 2017-12-04
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2017-06-07
• S63 Uniform Securities Agent State Law Examination
  2016-08-16

Other Names

• Jeremy Lyle Buhr
• Jeremy Buhr