Barrett Vossler

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

• 04/2014 → 06/2024
  Td Ameritrade, Inc.
  Denver, CO
• 01/2022 → Present
  Charles Schwab & Co.
  Lone Tree, CO
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2016-11-10 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Westlake, TX
• 2016-11-10 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Dallas, TX
  Dallas, TX
  Westlake, TX
  Westlake, TX
  Denver, CO
  Westlake, TX

Other Businesses

(1) Name: Advertising Businesses/Renting out Commercial Space, Role: Landlord/Advertiser, Type: Advertising/Marketing, Start Date: 09/02/2019, Investment Related?: No, Address: 7223 Edgerton Dr, Dallas, TX 75231, Number of Hours/Mo: 30, Duties: I will be effectively engaged with community to rent my space out for day use only. I will also be advertising our space in order to do that, and might extend those services to other businesses. For compensation if I was advertising for others it would come from a flat fee. If it was from renting out my space it would be from the business. (2) Barrett Vossler|Investment Related:No|Dallas;TX;75231;USA|Real Estate (Non-Agent/Broker)|Landlord|2023-12-12|Hours Per Month:Less than 20|Hours Spent during Security Trading:0|Renting my house as a long term rental

Exams

• S66 Uniform Combined State Law Examination
  2016-11-09
• S63 Uniform Securities Agent State Law Examination
  2014-06-19