Heather Brent 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

• 03/2012 → 01/2023
  Promas Landlord Software Center (Cms)
  Vienna, VA
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Edina, MN
• 11/2023 → Present
  Charles Schwab Bank
  Edina, MN

Exams

• S66 Uniform Combined State Law Examination
  2025-12-10

Other Names

• Heather May Brent
• Heather Brent Gilbertson