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Ryan Winzenried

Charles Schwab & Co., Inc.

Cottonwood Heights, UT

CRD 7351165

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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
UT RA APPROVED 2024-07-01
  • UT RA
    APPROVED
    Since 2024-07-01

Branch Locations

6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Treehouse Athletic Club Draper UT 09/2022 11/2022
Lowes Logan UT 12/2021 05/2022
Northwestern Mutual Logan UT 04/2021 09/2021
Big 5 Sporting Goods Logan UT 01/2019 07/2021
Amazon Salt Lake City UT 04/2020 08/2020
The Store Holladay UT 04/2017 12/2017
Utah State University Logan UT 08/2019 05/2022
Unemployed Sandy UT 07/2015 03/2017
Unemployed Sandy UT 01/2018 12/2018
Charles Schwab & Co., Inc. Holladay UT 10/2022 Present
Charles Schwab Bank, Ssb Holladay UT 10/2022 Present
Unemployed Holladay UT 06/2022 07/2022
  • 09/2022 → 11/2022
    Treehouse Athletic Club
    Draper, UT
  • 12/2021 → 05/2022
    Lowes
    Logan, UT
  • 04/2021 → 09/2021
    Northwestern Mutual
    Logan, UT
  • 01/2019 → 07/2021
    Big 5 Sporting Goods
    Logan, UT
  • 04/2020 → 08/2020
    Amazon
    Salt Lake City, UT
  • 04/2017 → 12/2017
    The Store
    Holladay, UT
  • 08/2019 → 05/2022
    Utah State University
    Logan, UT
  • 07/2015 → 03/2017
    Unemployed
    Sandy, UT
  • 01/2018 → 12/2018
    Unemployed
    Sandy, UT
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Holladay, UT
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Holladay, UT
  • 06/2022 → 07/2022
    Unemployed
    Holladay, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-30
  • S66 Uniform Combined State Law Examination
    2024-06-30
Other Names
  • Ryan Daniel Winzenried

View on SEC IAPD

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