Lauren Michelle Bookwalter

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

• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2012 → 05/2017
  Full Time Education
  Albuquerque, NM
• 08/2017 → 01/2019
  Staples Print And Marketing
  Peoria, AZ
• 08/2017 → 05/2019
  Full Time Education
  Glendale, AZ
• 01/2019 → 05/2019
  Glendale Community College
  Glendale, AZ
• 05/2019 → 08/2019
  Unemployed
  Albuquerque, NM
• 08/2019 → 08/2020
  Full Time Education
  Tucson, AZ
• 08/2019 → 08/2021
  Insomnia Cookies
  Tucson, AZ
• 05/2022 → 04/2023
  Uber Eats
  Phoenix, AZ
• 11/2022 → 01/2023
  Unemployed
  Tucson, AZ
• 01/2021 → 12/2022
  Full Time Education
  Tucson, AZ
• 08/2022 → 11/2022
  Cadc
  Mooresville, NC
• 10/2021 → 05/2022
  Walgreens Pharmacy
  Albuquerque, NM
• 08/2021 → 10/2021
  Einstein Bagels
  Tucson, AZ
• 09/2020 → 03/2021
  Guglielmo & Associates
  Tucson, AZ
• 05/2020 → 08/2020
  Safeway
  Tucson, AZ
• 01/2020 → 05/2020
  Arizona Jewish Post
  Tucson, AZ
• 08/2020 → 09/2020
  Unemployed
  Tucson, AZ
• 05/2017 → 08/2017
  Unemployed
  Albuquerque, NM

Other Businesses

1) Uber Eats|Investment Related: No|Food/Beverage Production|Delivery Driver|5/5/2022|Less than 20 hour/month - 0 during trading hours|Drive to different locations delivering customers' food

Exams

• S66 Uniform Combined State Law Examination
  2026-03-19