Andrew Phillip Meeks

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

• 09/2020 → 04/2021
  Securian Financial Services Inc
  St Paul, MN
• 09/2020 → 04/2021
  Minnesota Life Insurance Co
  St Paul, MN
• 09/2020 → 04/2021
  Renaissance Financial
  Phoenix, AZ
• 08/2014 → 04/2018
  Grand Canyon University
  Phoenix, AZ
• 07/2018 → 02/2021
  Grand Canyon Education
  Phoenix, AZ
• 05/2016 → 04/2018
  Grand Canyon University
  Phoenix, AZ
• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2025 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 06/2025 → Present
  Charles Schwab Trust Bank
  Phoenix, AZ
• 06/2025 → Present
  Charles Schwab Premier Bank
  Phoenix, AZ

Previous Registrations

• 2021-04-07 → 2021-04-16
  Securian Financial Services, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-04-02

Other Names

• Andy Meeks