Zachary Silbermann

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

• 02/2020 → Present
  Charles Schwab & Co., Inc.
  Richfield, OH
• 10/2019 → 11/2019
  Mutual Of Omaha Insurance
  Clive, IA
• 05/2018 → 08/2018
  Hy-Vee Grocery
  Ames, IA
• 08/2016 → 05/2018
  Student
  Ames, IA
• 05/2019 → 08/2019
  Iowa State University
  Ames, IA
• 08/2018 → 05/2019
  Student
  Ames, IA
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  Richfield, OH
• 06/2023 → 06/2024
  Td Ameritrade, Inc.
  Orange Village, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-12-14

Designations

• Certified Financial Planner

Other Names

• Zachary Silbermann
• Zachary Nathan Silbermann