Grant Wells

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

• 09/2018 → 11/2019
  County Market
  Vandalia, IL
• 08/2017 → 09/2018
  Elite Events Services
  Edwardsville, IL
• 08/2016 → 05/2020
  Southern Illinois University Edwardsville
  Edwardville, IL
• 11/2019 → 06/2020
  Northwestern Mutual Life Insurance Company
  Fairview Hts, IL
• 10/2019 → 10/2020
  Northwestern Mutual Investment Services, Llc
  Fairview Hts, IL
• 11/2021 → 05/2023
  Td Ameritrade, Inc.
  St Louis, MO
• 11/2021 → 01/2022
  County Market
  Vandalia, IL
• 01/2021 → 11/2021
  The Fnb Community Bank
  Vandalia, IL
• 09/2020 → 01/2021
  County Market
  Vandalia, IL
• 05/2023 → Present
  Charles Schwab & Co., Inc.
  Vandalia, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-17
• S63 Uniform Securities Agent State Law Examination
  2022-06-01

Other Names

• Grant Marshall Wells