Casey T Glick

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

• 01/2019 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 08/2018 → 01/2019
  Iupui
  Indianapolis, IN
• 05/2018 → 08/2018
  Creative Financial Designs
  Kokomo, IN
• 10/2017 → 05/2018
  Iupui
  Indianapolis, IN
• 10/2015 → 10/2017
  Classic Cleaners
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2021-04-07
• S63 Uniform Securities Agent State Law Examination
  2019-08-14