Matthew K Indge

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

• 05/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 05/2021 → 02/2022
  Bj's Restaurant & Brewhouse
  Broomfield, CO
• 06/2017 → 08/2017
  Papa John's International
  Parker, CO
• 07/2012 → 08/2017
  Student
  Parker, CO
• 08/2017 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 10/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-11-18
• S63 Uniform Securities Agent State Law Examination
  2022-09-08

Other Names

• Matthew Indge