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Hogan Marshall

Charles Schwab & Co., Inc.

Oak Brook, IL

CRD 7471338

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-10-17
MN RA APPROVED 2022-04-27
  • IL RA
    APPROVED
    Since 2023-10-17
  • MN RA
    APPROVED
    Since 2022-04-27

Branch Locations

500 W. 22Nd Street, Oak Brook, IL 60523-1955 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc Oak Brook IL 10/2021 Present
Charles Schwab Bank, Ssb Oak Brook IL 10/2021 Present
Brooksource Minneapolis MN 05/2019 10/2021
Iowa State University Ames IA 08/2015 12/2019
Kingland Systems Ames IA 10/2018 05/2019
Young Henrys Sydney 02/2018 07/2018
Health Partners Bloomington MN 05/2016 02/2018
  • 10/2021 → Present
    Charles Schwab & Co., Inc
    Oak Brook, IL
  • 10/2021 → Present
    Charles Schwab Bank, Ssb
    Oak Brook, IL
  • 05/2019 → 10/2021
    Brooksource
    Minneapolis, MN
  • 08/2015 → 12/2019
    Iowa State University
    Ames, IA
  • 10/2018 → 05/2019
    Kingland Systems
    Ames, IA
  • 02/2018 → 07/2018
    Young Henrys
    Sydney
  • 05/2016 → 02/2018
    Health Partners
    Bloomington, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-26
  • S66 Uniform Combined State Law Examination
    2022-04-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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