Michael Justin Zak

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

• 09/2014 → 07/2018
  Usaa Financial Advisors, Inc.
  Addison, TX
• 09/2014 → 07/2018
  Usaa Financial Planning Services
  Addison, TX
• 08/2013 → 12/2019
  Bella Stella Winery
  Winnsboro, TX
• 01/2018 → 07/2018
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Jersey City, NJ
• 09/2017 → 05/2020
  Texas A&M-Commerce
  Commerce, TX
• 07/2018 → 08/2019
  Liberty Mutual Insurance
  Plano, TX

Previous Registrations

• 2018-01-08 → 2018-07-16
  Usaa Investment Services Company
  San Antonio, TX
• 2016-06-06 → 2018-01-08
  Usaa Financial Planning Services
  Addison, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-12
• S66 Uniform Combined State Law Examination
  2016-05-17

Other Names

• Michael J Zak