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Michael Stohr

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7973919

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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 2026-01-01
  • CO RA
    APPROVED
    Since 2026-01-01

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
Geico Poway CA 09/2015 04/2021
Cornerstone Deliveries Llc Chula Vista CA 11/2021 03/2022
Cornerstone Deliveries Chula Vista CA 11/2022 03/2023
Progressive Denver CO 08/2024 09/2024
Charles Schwab & Co., Inc. Lone Tree CO 09/2024 Present
Extended Travel Bishop CA 04/2021 10/2021
Extended Travel East Glacier MT 04/2022 10/2022
Extended Travel Millinocket ME 03/2023 07/2024
  • 09/2015 → 04/2021
    Geico
    Poway, CA
  • 11/2021 → 03/2022
    Cornerstone Deliveries Llc
    Chula Vista, CA
  • 11/2022 → 03/2023
    Cornerstone Deliveries
    Chula Vista, CA
  • 08/2024 → 09/2024
    Progressive
    Denver, CO
  • 09/2024 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 04/2021 → 10/2021
    Extended Travel
    Bishop, CA
  • 04/2022 → 10/2022
    Extended Travel
    East Glacier, MT
  • 03/2023 → 07/2024
    Extended Travel
    Millinocket, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-27
S63 Uniform Securities Agent State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-12-27
  • S63 Uniform Securities Agent State Law Examination
    2025-01-08

View on SEC IAPD

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