Shane Lunneborg

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

• 02/2013 → 01/2022
  Charles Schwab & Co., Inc.
  Newport Beach, CA
• 09/2014 → 02/2019
  Charles Schwab Bank
  Phoenix, AZ
• 03/2019 → 03/2021
  Schwab Private Client Investment Advisory
  Phoenix, AZ
• 03/2021 → 01/2022
  Charles Schwab Bank, Ssb
  Newport Beach, CA
• 01/2022 → 12/2022
  Td Ameritrade, Inc.
  San Diego, CA
• 08/2022 → Present
  Charles Schwab Bank, Ssb
  San Diego, CA
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  San Diego, CA
• 01/2022 → 12/2022
  Td Ameritrade Investment Management, Llc
  San Diego, CA

Previous Registrations

• 2022-01-23 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  San Diego, CA
  San Diego, CA
• 2022-01-23 → 2022-10-14
  Td Ameritrade, Inc.
  San Diego, CA
  San Diego, CA
• 2019-03-05 → 2021-03-30
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-09-25
• S63 Uniform Securities Agent State Law Examination
  2013-06-14

Other Names

• Shane A Lunneborg
• Shane Alan Lunneborg