Mikayla Rae Herman

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

• 06/2019 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2018 → 05/2019
  Rush Bowls
  Denver, CO
• 06/2018 → 07/2018
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2017 → 05/2018
  Full-Time Education
  Denver, CO
• 06/2017 → 07/2017
  Castle Pines Metropolitan District
  Castle Rock, CO
• 08/2016 → 05/2017
  Full Time Education
  Denver, CO
• 12/2022 → Present
  Charles Schwab Bank Ssb
  Lone Tree, CO

Other Businesses

1) Douglas County School District (DCSD) | Investment Related:No|5254 N Meadows Dr|Castle Rock|CO|80109|USA|Sports/Physical Recreation|Coach - Asst HS Girls Basketball|11/30/2023|20-40|0|Women's High School Girls Basketball Coach at Castle View High School

Exams

• S66 Uniform Combined State Law Examination
  2019-12-09

Other Names

• Mikayla Gonzales
• Mikayla Rae Gonzales