Joshua Johannsen

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

• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2022 → 05/2022
  Mcdonalds
  Noblesville, IN
• 07/2021 → 02/2022
  Chipotle
  Noblesville, IN
• 09/2018 → 03/2020
  Chick-Fil-A
  Muncie, IN
• 02/2016 → 10/2018
  Chick-Fil-A
  Noblesville, IN
• 08/2018 → 12/2021
  Ball State University
  Muncie, IN
• 09/2018 → 04/2020
  Chick-Fil-A
  Fort Worth, TX
• 02/2022 → 04/2022
  Unemployed
  Noblesville, IN
• 04/2020 → 06/2021
  Student
  Noblesville, IN

Other Businesses

1) Twitch Streaming | Investment Related:No|Entertainment Venues/Theaters|Streamer|2/1/2021|Less than 20|0|Streaming on twitch and receiving payments from subscribers and such

Exams

• S66 Uniform Combined State Law Examination
  2026-05-22
• S63 Uniform Securities Agent State Law Examination
  2023-01-09