Joseph Deihl

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

• 10/2021 → 07/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 03/2016 → 10/2021
  Dairy Queen
  Scottsdale, AZ
• 09/2016 → 10/2016
  Discount Tire
  Scottsdale, AZ
• 05/2016 → 10/2021
  Full Time Education
  Paradise Valley, AZ
• 02/2023 → 07/2024
  Dairy Queen
  Scottsdale, AZ
• 08/2024 → 02/2025
  Wells Fargo Clearing Services, Llc
  Great Falls, MT
• 08/2024 → 02/2025
  Wells Fargo Bank, Na
  Great Falls, MT
• 02/2025 → Present
  Charles Schwab & Co, Inc
  Phoenix, AZ

Previous Registrations

• 2024-10-16 → 2025-01-29
  Wells Fargo Clearing Services, Llc
  Boise, ID
  Great Falls, MT

Other Businesses

1) Deko Products LLC | Investment Related:No|Retail|Owner|3/9/2026|Less than 20|0|Creating 3D printed displays/items

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-10
• S63 Uniform Securities Agent State Law Examination
  2024-03-19

Other Names

• Joe Alan Deihl
• Joseph Deihl
• Joseph Alan Deihl
• Joseph Alan Deihl