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Tyler Nicholas Hautamaa

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7257471

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-01-13
  • CO RA
    APPROVED
    Since 2023-01-13

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Lone Tree CO 07/2020 Present
E2 Optics Englewood CO 11/2019 06/2020
Hail Busters Llc Boulder CO 08/2018 01/2019
Whole Foods Market Boulder CO 10/2016 02/2019
University Of Colorado At Boulder Boulder CO 08/2014 05/2020
Ski Mats Boulder CO 07/2018 08/2020
Charles Schwab Bank, Ssb Lone Tree CO 01/2024 Present
  • 07/2020 → Present
    Lone Tree, CO
  • 11/2019 → 06/2020
    E2 Optics
    Englewood, CO
  • 08/2018 → 01/2019
    Hail Busters Llc
    Boulder, CO
  • 10/2016 → 02/2019
    Whole Foods Market
    Boulder, CO
  • 08/2014 → 05/2020
    University Of Colorado At Boulder
    Boulder, CO
  • 07/2018 → 08/2020
    Ski Mats
    Boulder, CO
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-12
S63 Uniform Securities Agent State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2023-01-12
  • S63 Uniform Securities Agent State Law Examination
    2021-09-20
Other Names
  • Tyler Hautamaa

View on SEC IAPD

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