Mark Edward Stamper

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

• 02/2014 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 02/2014 → 07/2018
  Charles Schwab Bank, Ssb
  Albuquerque, NM
• 08/2018 → 01/2025
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Previous Registrations

• 2018-08-09 → 2025-01-22
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
  Indianapolis, IN
• 2004-05-18 → 2014-02-26
  Usaa Financial Planning Services
  Atlanta, GA
  San Antonio, TX
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2001-08-10
• S63 Uniform Securities Agent State Law Examination
  1999-05-18

Designations

• Certified Financial Planner

Other Names

• Mark E Stamper
• Mark Stamper