Casey Elijah Wentler

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

• 07/1995 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2010 → 10/2017
  Charles Schwab Bank
  Lone Tree, CO
• 11/2014 → 10/2017
  Optionsxpress, Inc
  Lone Tree, CO
• 07/2018 → Present
  Charles Schwab Bank
  Lone Tree, CO
• 01/2019 → 01/2020
  Charles Schwab Trust Bank
  Lone Tree, CO
• 11/2020 → Present
  Charles Schwab Premiere Bank
  Lone Tree, CO
• 11/2020 → Present
  Charles Schwab Trust Bank
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2016-03-02
• S63 Uniform Securities Agent State Law Examination
  1995-12-28

Other Names

• Casey Elijah Wenthler