Trenton J Breithaupt

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

• 10/2013 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2014 → 11/2017
  Schwab Private Client Investment Advisory, Inc
  Loen Tree, CO

Previous Registrations

• 2015-11-02 → 2017-11-20
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2012-12-13 → 2013-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Other Businesses

LANDLORD, NON INVESTMENT-RELATED, CENTENIAL, CO., LODGING, LANDLORD/OWNER, 10/02/2015, VARIES PER MONTH, NONE DURING SECURITIES TRADING HOURS, RENT OUT ROOMS IN THE HOUSE.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-12

Other Names

• Trenton Breithaupt
• Trent Breithaupt
• Trenton Jeffrey Breithaupt