Calan Drew Olson

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-05
CO	RA	APPROVED	2025-02-06

TX RA
APPROVED_RES

Since 2026-01-05
CO RA
APPROVED

Since 2025-02-06

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Lone Tree	CO	01/2022	09/2022
Charles Schwab & Co., Inc.	Lone Tree	CO	01/2023	Present
Decktec	Golden	CO	09/2022	01/2023
Heritage Eagle Bend Golf Club	Aurora	CO	05/2013	01/2022
Charles Schwab Bank, Ssb	Lone Tree	CO	07/2025	Present

01/2022 → 09/2022

Unemployed

Lone Tree, CO
01/2023 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
09/2022 → 01/2023

Decktec

Golden, CO
05/2013 → 01/2022

Heritage Eagle Bend Golf Club

Aurora, CO
07/2025 → Present

Charles Schwab Bank, Ssb

Lone Tree, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-05
S63	Uniform Securities Agent State Law Examination	2023-04-24

S66 Uniform Combined State Law Examination

2025-02-05
S63 Uniform Securities Agent State Law Examination

2023-04-24

Other Names

Calan Drew Olson

View on SEC IAPD