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Ethan Evjen

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 8012429

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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 2025-12-15
  • CO RA
    APPROVED
    Since 2025-12-15

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
Corktown Deli And Brews Duluth MN 05/2018 08/2018
Unemployed Hermantown MN 01/2015 05/2018
Unemployed Boulder CO 09/2018 02/2019
King Soopers Boulder CO 02/2019 04/2019
Corktown Deli And Brews Duluth MN 05/2019 08/2019
Unemployed Boulder CO 09/2019 01/2022
University Of Colorado Boulder CO 01/2022 06/2022
Spicer Jeffries Denver CO 06/2022 12/2024
Charles Schwab Lone Tree CO 01/2025 Present
Usa Hockey Colorado Springs CO 10/2024 Present
  • 05/2018 → 08/2018
    Corktown Deli And Brews
    Duluth, MN
  • 01/2015 → 05/2018
    Unemployed
    Hermantown, MN
  • 09/2018 → 02/2019
    Unemployed
    Boulder, CO
  • 02/2019 → 04/2019
    King Soopers
    Boulder, CO
  • 05/2019 → 08/2019
    Corktown Deli And Brews
    Duluth, MN
  • 09/2019 → 01/2022
    Unemployed
    Boulder, CO
  • 01/2022 → 06/2022
    University Of Colorado
    Boulder, CO
  • 06/2022 → 12/2024
    Spicer Jeffries
    Denver, CO
  • 01/2025 → Present
    Charles Schwab
    Lone Tree, CO
  • 10/2024 → Present
    Usa Hockey
    Colorado Springs, CO
Other Businesses

1) USA Hockey|Investment Related: No|Sports/Physical Recreation|Referee|10/8/2024|Less than 20 hour/month - 0 during trading hours|I referee youth and adult hockey games.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
S63 Uniform Securities Agent State Law Examination 2025-03-29
  • S66 Uniform Combined State Law Examination
    2025-12-15
  • S63 Uniform Securities Agent State Law Examination
    2025-03-29

View on SEC IAPD

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