Whitney Lynne Gilbertson

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

• 11/2018 → 04/2022
  Meritage Homes Corp.
  Scottsdale, AZ
• 05/2016 → 05/2018
  Robson Resort Communities
  Goodyear, AZ
• 04/2022 → 07/2022
  Shea Homes
  Scottsdale, AZ
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2018 → 10/2018
  N/A
  Buckeye, AZ
• 07/2026 → Present
  Charles Schwab Bank
  Phoenix, AZ

Other Businesses

1) MM RE Holdings, LLC | Investment Related:No|17630 W Missouri Ave|Litchfield Park|AZ|85340|USA|Real Estate (Non-Agent/Broker)|Landlord|5/1/2025|Less than 20|0|I'm the owner of a home that's currently leased out. I have no other direct responsibilities within the LLC, and there are no financial services or investment related responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-28
• S63 Uniform Securities Agent State Law Examination
  2022-12-15

Designations

• Certified Financial Planner

Other Names

• Whitney Gilbertson