Bridget Renee Lee

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

• 06/2010 → 09/2018
  Robert W Baird & Co.
  Milwaukee, WI
• 09/2018 → 11/2021
  Rbc Capital Markets, Llc.
  Mequon, WI
• 11/2021 → 01/2024
  Baird
  Milwaukee, WI
• 01/2024 → Present
  Charles Schwab & Co., Inc.
  Brookfield, WI
• 01/2024 → Present
  Charles Schwab Bank, Ssb
  Brookfield, WI

Previous Registrations

• 2021-11-01 → 2024-01-25
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
• 2018-09-27 → 2021-11-12
  Rbc Capital Markets, Llc
  Mequon, WI
• 2010-12-20 → 2018-10-22
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
  Milwaukee, WI
  Milwaukee, WI
  Mequon, WI

Other Businesses

1) Bridget's Mobile Bakery | Investment Related:No|Food/Beverage Production|Owner|3/18/2022|Less than 20|1|Home Bakery Business

Exams

• S66 Uniform Combined State Law Examination
  2010-12-17

Designations

• Certified Financial Planner

Other Names

• Bridget Lee