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Ian Philip Sukle

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7117860

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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
CO RA APPROVED 2024-08-15
  • CO RA
    APPROVED
    Since 2024-08-15

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Robinhood Financial, Llc Denver CO 07/2021 10/2022
Keybank Aurora CO 09/2020 06/2021
Northwestern Mutual Denver CO 06/2019 12/2019
Sukle Advertising And Design Denver CO 05/2017 08/2018
Smiling Moose Rocky Mountain Deli Denver CO 05/2018 08/2018
The Yard Boys Denver CO 05/2015 08/2017
Colorado State University Fort Collins CO 08/2016 05/2020
Unemployed Denver CO 05/2020 09/2020
Robinhood Markets, Inc Denver CO 06/2022 10/2022
Charles Schwab & Co., Inc. Lone Tree CO 12/2022 Present
  • 07/2021 → 10/2022
    Robinhood Financial, Llc
    Denver, CO
  • 09/2020 → 06/2021
    Keybank
    Aurora, CO
  • 06/2019 → 12/2019
    Northwestern Mutual
    Denver, CO
  • 05/2017 → 08/2018
    Sukle Advertising And Design
    Denver, CO
  • 05/2018 → 08/2018
    Smiling Moose Rocky Mountain Deli
    Denver, CO
  • 05/2015 → 08/2017
    The Yard Boys
    Denver, CO
  • 08/2016 → 05/2020
    Colorado State University
    Fort Collins, CO
  • 05/2020 → 09/2020
    Unemployed
    Denver, CO
  • 06/2022 → 10/2022
    Robinhood Markets, Inc
    Denver, CO
  • 12/2022 → Present
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-15
S63 Uniform Securities Agent State Law Examination 2021-12-06
  • S66 Uniform Combined State Law Examination
    2024-08-15
  • S63 Uniform Securities Agent State Law Examination
    2021-12-06
Other Names
  • Ian Sukle
  • Ian P Sukle

View on SEC IAPD

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