David Andrew Wehrle

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

• 10/2015 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2015 → Present
  Southeast Christian Church
  Parker, CO
• 10/2015 → Present
  Eastern Hills Community Church
  Aurora, CO
• 08/2017 → Present
  Charles Schwab Bank
  Lone Tree, CO

Other Businesses

1) Lifebridge Community Church|Investment Related:No|10345 Ute Hwy;Longmont;CO ;80504;usa|Nonprofit Charitable Organizations|Audio Engineering|2022-07-31|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:0|Running sound for weekly services 2) Texas Forever LLC|Investment Related:No|Aircraft ownership|Owner/Operator|2024-07-09|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I am the sole owner of this LLC, the sole purpose of the LLC is to hold an airplane and lease it back to my flying club.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-07
• S63 Uniform Securities Agent State Law Examination
  2017-03-07