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Daniel Robert Gustafson

Charles Schwab & Co., Inc.

Bend, OR

Eugene, OR

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-07-01
  • OR RA
    APPROVED
    Since 2025-07-01

Branch Locations

744 Nw Bond St, Suite A, Bend, OR 97703 • United States

975 Oak Street Suite 150, Eugene, OR 97401 • 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
Winco Foods Mcminnville OR 05/2014 10/2019
Yamhill County Sheriff Office Mcminnville OR 01/2019 06/2022
Rga Service Inc Dayton OR 07/2022 11/2022
Charles Schwab & Co., Inc. Mcminnville OR 11/2022 Present
Charles Schwab Bank Mcminnville OR 10/2025 Present
  • 05/2014 → 10/2019
    Winco Foods
    Mcminnville, OR
  • 01/2019 → 06/2022
    Yamhill County Sheriff Office
    Mcminnville, OR
  • 07/2022 → 11/2022
    Rga Service Inc
    Dayton, OR
  • 11/2022 → Present
    Charles Schwab & Co., Inc.
    Mcminnville, OR
  • 10/2025 → Present
    Charles Schwab Bank
    Mcminnville, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-01
S63 Uniform Securities Agent State Law Examination 2023-03-07
  • S66 Uniform Combined State Law Examination
    2025-07-01
  • S63 Uniform Securities Agent State Law Examination
    2023-03-07

View on SEC IAPD

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Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

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