Steven Phillip Cygan

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

• 03/2021 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2020 → 04/2021
  Vipkid
  San Francisco, CA
• 06/2013 → 03/2020
  Bmo Harris Bank
  Naperville, IL
• 03/2023 → Present
  Charles Schwab Bank, Ssb
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28
• S63 Uniform Securities Agent State Law Examination
  2021-10-21

Designations

• Certified Financial Planner

Other Names

• Steven P Cygan
• Steven Cygan
• Steve Cygan